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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 | $174,505 | $78,690+121.8% | $161,489+8.1% | $87,485+99.5% |
| Participation rate | 97.1% | 67.5%+29.7pp | 78.7%+18.4pp | 68.9%+28.2pp |
| Annual return | 13.96% | 32.74%-18.8pp | 89.72%-75.8pp | 26.06%-12.1pp |
| Employer contribution / active EE | $3,257 | $2,588+25.8% | $4,268-23.7% | $2,596+25.4% |
| Participant deferral / active EE | $8,162 | $3,311+146.5% | $5,630+45.0% | $4,274+91.0% |
| Admin fee / account holder | $2,017 | $6,724-70.0% | $16,006-87.4% | $7,775-74.1% |