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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $165,753 | $49,249+236.6% | $70,476+135.2% | $79,852+107.6% |
| Participation rate | 81.1% | 69.2%+11.9pp | 75.1%+6.0pp | 69.6%+11.4pp |
| Annual return | 21.28% | 30.09%-8.8pp | 109.12%-87.8pp | 31.72%-10.4pp |
| Employer contribution / active EE | $2,681 | $2,100+27.6% | $2,738-2.1% | $2,471+8.5% |
| Participant deferral / active EE | $3,779 | $2,769+36.5% | $3,710+1.9% | $3,740+1.0% |
| Admin fee / account holder | $3,665 | $2,878+27.3% | $3,847-4.7% | $5,306-30.9% |