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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 | $178,761 | $63,773+180.3% | $81,286+119.9% | $80,925+120.9% |
| Participation rate | 92.6% | 63.9%+28.7pp | 69.5%+23.1pp | 67.7%+24.9pp |
| Annual return | 10.59% | 16.37%-5.8pp | 24.80%-14.2pp | 35.65%-25.1pp |
| Employer contribution / active EE | $791 | $1,979-60.0% | $2,463-67.9% | $2,756-71.3% |
| Participant deferral / active EE | $3,098 | $3,093+0.1% | $3,883-20.2% | $4,299-27.9% |
| Admin fee / account holder | $7,568 | $5,682+33.2% | $5,764+31.3% | $6,940+9.0% |