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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 | $136,832 | $67,894+101.5% | $89,340+53.2% | $82,448+66.0% |
| Participation rate | 94.0% | 64.0%+30.0pp | 69.6%+24.5pp | 68.1%+26.0pp |
| Annual return | 15.22% | 19.21%-4.0pp | 20.57%-5.4pp | 41.64%-26.4pp |
| Employer contribution / active EE | $3,066 | $1,828+67.8% | $2,231+37.4% | $2,551+20.2% |
| Participant deferral / active EE | $6,446 | $3,072+109.8% | $3,823+68.6% | $4,139+55.7% |
| Admin fee / account holder | $3,187 | $5,723-44.3% | $6,704-52.5% | $7,234-55.9% |