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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 | $157,179 | $45,079+248.7% | $69,461+126.3% | $72,983+115.4% |
| Participation rate | 94.9% | 68.5%+26.4pp | 74.6%+20.3pp | 69.5%+25.4pp |
| Annual return | 14.82% | 22.65%-7.8pp | 28.97%-14.2pp | 81.01%-66.2pp |
| Employer contribution / active EE | $1,529 | $2,055-25.6% | $2,779-45.0% | $2,440-37.3% |
| Participant deferral / active EE | $2,054 | $2,603-21.1% | $3,536-41.9% | $3,608-43.1% |
| Admin fee / account holder | $9,972 | $3,056+226.3% | $3,840+159.7% | $5,124+94.6% |