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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 | $164,100 | $60,349+171.9% | $74,184+121.2% | $62,881+161.0% |
| Participation rate | 97.0% | 72.7%+24.2pp | 76.6%+20.4pp | 69.3%+27.7pp |
| Annual return | 14.89% | 21.38%-6.5pp | 17.74%-2.8pp | 20.14%-5.2pp |
| Employer contribution / active EE | $1,515 | $1,680-9.8% | $2,370-36.1% | $2,281-33.6% |
| Participant deferral / active EE | $0 | $2,856-100.0% | $3,550-100.0% | $3,203-100.0% |
| Admin fee / account holder | $4,560 | $4,261+7.0% | $5,586-18.4% | $4,296+6.2% |