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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 | $177,367 | $114,712+54.6% | $173,730+2.1% | $87,485+102.7% |
| Participation rate | 96.7% | 73.0%+23.7pp | 79.6%+17.1pp | 68.9%+27.7pp |
| Annual return | 19.43% | 20.18%-0.8pp | 19.96%-0.5pp | 26.06%-6.6pp |
| Employer contribution / active EE | $3,455 | $2,904+19.0% | $4,577-24.5% | $2,596+33.1% |
| Participant deferral / active EE | $6,146 | $4,642+32.4% | $6,326-2.8% | $4,274+43.8% |
| Admin fee / account holder | $6,248 | $10,210-38.8% | $17,523-64.3% | $7,775-19.6% |