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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 | $156,173 | $114,712+36.1% | $173,730-10.1% | $87,485+78.5% |
| Participation rate | 92.0% | 73.0%+19.0pp | 79.6%+12.4pp | 68.9%+23.1pp |
| Annual return | 14.60% | 20.18%-5.6pp | 19.96%-5.4pp | 26.06%-11.5pp |
| Employer contribution / active EE | $3,904 | $2,904+34.4% | $4,577-14.7% | $2,596+50.4% |
| Participant deferral / active EE | $0 | $4,642-100.0% | $6,326-100.0% | $4,274-100.0% |
| Admin fee / account holder | $9,064 | $10,210-11.2% | $17,523-48.3% | $7,775+16.6% |