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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 | $163,532 | $73,978+121.1% | $96,515+69.4% | $75,173+117.5% |
| Participation rate | 88.6% | 66.4%+22.2pp | 74.3%+14.3pp | 67.2%+21.4pp |
| Annual return | 14.14% | 26.72%-12.6pp | 35.73%-21.6pp | 160.72%-146.6pp |
| Employer contribution / active EE | $6,034 | $2,931+105.9% | $3,740+61.4% | $2,671+125.9% |
| Participant deferral / active EE | $5,843 | $3,660+59.7% | $4,880+19.8% | $4,126+41.6% |
| Admin fee / account holder | $4,258 | $5,219-18.4% | $6,735-36.8% | $5,651-24.6% |