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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 | $143,416 | $82,523+73.8% | $115,752+23.9% | $70,126+104.5% |
| Participation rate | 85.1% | 74.0%+11.1pp | 77.8%+7.3pp | 69.5%+15.5pp |
| Annual return | 17.35% | 28.22%-10.9pp | 19.41%-2.1pp | 73.15%-55.8pp |
| Employer contribution / active EE | $2,347 | $2,758-14.9% | $3,492-32.8% | $2,343+0.2% |
| Participant deferral / active EE | $6,963 | $4,062+71.4% | $5,204+33.8% | $3,332+109.0% |
| Admin fee / account holder | $5,460 | $4,552+20.0% | $6,278-13.0% | $4,645+17.5% |