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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 | $173,602 | $63,809+172.1% | $81,353+113.4% | $80,935+114.5% |
| Participation rate | 82.9% | 63.9%+19.0pp | 69.5%+13.4pp | 67.7%+15.3pp |
| Annual return | 14.90% | 16.37%-1.5pp | 24.82%-9.9pp | 35.66%-20.8pp |
| Employer contribution / active EE | $4,631 | $1,981+133.8% | $2,464+87.9% | $2,757+68.0% |
| Participant deferral / active EE | $3,721 | $3,093+20.3% | $3,885-4.2% | $4,299-13.4% |
| Admin fee / account holder | $1,946 | $5,686-65.8% | $5,766-66.3% | $6,924-71.9% |