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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 | $168,161 | $114,712+46.6% | $173,730-3.2% | $87,485+92.2% |
| Participation rate | 79.7% | 73.0%+6.7pp | 79.6%+0.1pp | 68.9%+10.7pp |
| Annual return | 27.60% | 20.18%+7.4pp | 19.96%+7.6pp | 26.06%+1.5pp |
| Employer contribution / active EE | $2,436 | $2,904-16.1% | $4,577-46.8% | $2,596-6.2% |
| Participant deferral / active EE | $6,068 | $4,642+30.7% | $6,326-4.1% | $4,274+42.0% |
| Admin fee / account holder | $6,399 | $10,210-37.3% | $17,523-63.5% | $7,775-17.7% |