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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 | $155,183 | $54,541+184.5% | $78,778+97.0% | $70,126+121.3% |
| Participation rate | 87.7% | 60.8%+26.9pp | 69.2%+18.5pp | 69.5%+18.2pp |
| Annual return | 15.28% | 21.07%-5.8pp | 35.62%-20.3pp | 73.15%-57.9pp |
| Employer contribution / active EE | $5,292 | $1,089+386.2% | $1,986+166.5% | $2,343+125.9% |
| Participant deferral / active EE | $3,455 | $2,210+56.3% | $2,958+16.8% | $3,332+3.7% |
| Admin fee / account holder | $1,852 | $3,709-50.0% | $5,134-63.9% | $4,645-60.1% |