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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 | $179,287 | $114,712+56.3% | $173,730+3.2% | $87,485+104.9% |
| Participation rate | 89.0% | 73.0%+16.0pp | 79.6%+9.5pp | 68.9%+20.1pp |
| Annual return | 13.14% | 20.18%-7.0pp | 19.96%-6.8pp | 26.06%-12.9pp |
| Employer contribution / active EE | $2,783 | $2,904-4.2% | $4,577-39.2% | $2,596+7.2% |
| Participant deferral / active EE | $6,526 | $4,642+40.6% | $6,326+3.2% | $4,274+52.7% |
| Admin fee / account holder | $7,896 | $10,210-22.7% | $17,523-54.9% | $7,775+1.6% |