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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 | $151,653 | $69,977+116.7% | $108,582+39.7% | $62,881+141.2% |
| Participation rate | 96.2% | 72.9%+23.3pp | 79.6%+16.6pp | 69.3%+26.8pp |
| Annual return | 8.96% | 10.73%-1.8pp | -51.70%+60.7pp | 20.14%-11.2pp |
| Employer contribution / active EE | $2,050 | $2,135-4.0% | $3,758-45.5% | $2,281-10.1% |
| Participant deferral / active EE | $4,232 | $3,165+33.7% | $4,311-1.8% | $3,203+32.1% |
| Admin fee / account holder | $9,214 | $5,076+81.5% | $7,645+20.5% | $4,296+114.5% |