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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 | $179,425 | $121,719+47.4% | $210,053-14.6% | $116,462+54.1% |
| Participation rate | 86.9% | 76.0%+10.9pp | 80.8%+6.1pp | 74.7%+12.2pp |
| Annual return | 18.47% | 14.29%+4.2pp | 232.76%-214.3pp | 15.65%+2.8pp |
| Employer contribution / active EE | $1,607 | $2,386-32.6% | $4,521-64.5% | $3,231-50.3% |
| Participant deferral / active EE | $8,724 | $3,917+122.7% | $4,238+105.9% | $3,836+127.4% |
| Admin fee / account holder | $14,476 | $13,730+5.4% | $16,990-14.8% | $12,754+13.5% |