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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 | $178,863 | $73,787+142.4% | $98,716+81.2% | $82,448+116.9% |
| Participation rate | 93.1% | 61.4%+31.7pp | 69.3%+23.8pp | 68.1%+25.0pp |
| Annual return | 12.86% | 18.57%-5.7pp | 31.81%-18.9pp | 41.64%-28.8pp |
| Employer contribution / active EE | $3,482 | $1,511+130.4% | $2,279+52.8% | $2,551+36.5% |
| Participant deferral / active EE | $4,324 | $3,081+40.3% | $4,048+6.8% | $4,139+4.5% |
| Admin fee / account holder | $3,877 | $6,500-40.4% | $8,703-55.4% | $7,234-46.4% |