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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 | $150,851 | $100,194+50.6% | $122,979+22.7% | $86,983+73.4% |
| Participation rate | 93.1% | 73.0%+20.1pp | 77.2%+15.9pp | 69.5%+23.5pp |
| Annual return | 18.66% | 16.47%+2.2pp | 20.12%-1.5pp | 25.83%-7.2pp |
| Employer contribution / active EE | $1,925 | $2,326-17.2% | $3,062-37.1% | $2,584-25.5% |
| Participant deferral / active EE | $7,116 | $4,133+72.2% | $5,003+42.2% | $4,194+69.7% |
| Admin fee / account holder | $3,105 | $10,148-69.4% | $12,864-75.9% | $7,856-60.5% |