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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 | $156,426 | $63,082+148.0% | $81,726+91.4% | $79,856+95.9% |
| Participation rate | 81.8% | 67.5%+14.3pp | 72.0%+9.8pp | 69.6%+12.2pp |
| Annual return | 10.63% | 22.66%-12.0pp | 29.49%-18.9pp | 31.71%-21.1pp |
| Employer contribution / active EE | $855 | $1,795-52.4% | $4,311-80.2% | $2,471-65.4% |
| Participant deferral / active EE | $5,684 | $2,780+104.4% | $7,108-20.0% | $3,741+52.0% |
| Admin fee / account holder | $1,700 | $4,428-61.6% | $5,160-67.1% | $5,306-68.0% |