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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 | $167,303 | $67,606+147.5% | $82,313+103.3% | $70,124+138.6% |
| Participation rate | 84.0% | 72.8%+11.2pp | 76.9%+7.1pp | 69.5%+14.5pp |
| Annual return | 14.36% | 21.57%-7.2pp | 25.88%-11.5pp | 73.14%-58.8pp |
| Employer contribution / active EE | $2,202 | $1,755+25.5% | $2,428-9.3% | $2,342-6.0% |
| Participant deferral / active EE | $3,789 | $2,987+26.8% | $3,706+2.2% | $3,332+13.7% |
| Admin fee / account holder | $2,842 | $4,512-37.0% | $5,608-49.3% | $4,645-38.8% |