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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 | $147,805 | $106,864+38.3% | $147,318+0.3% | $82,637+78.9% |
| Participation rate | 94.1% | 75.5%+18.6pp | 82.1%+12.1pp | 68.1%+26.1pp |
| Annual return | 17.83% | 27.49%-9.7pp | 70.43%-52.6pp | 53.51%-35.7pp |
| Employer contribution / active EE | $2,134 | $3,417-37.6% | $4,593-53.5% | $2,552-16.4% |
| Participant deferral / active EE | $7,331 | $6,496+12.9% | $7,906-7.3% | $4,126+77.7% |
| Admin fee / account holder | $3,280 | $8,415-61.0% | $13,708-76.1% | $7,339-55.3% |