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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 | $214,750 | $95,453+125.0% | $112,040+91.7% | $82,448+160.5% |
| Participation rate | 98.3% | 72.8%+25.5pp | 76.5%+21.8pp | 68.1%+30.2pp |
| Annual return | 14.04% | 23.92%-9.9pp | 24.52%-10.5pp | 41.64%-27.6pp |
| Employer contribution / active EE | $1,587 | $2,318-31.5% | $2,954-46.3% | $2,551-37.8% |
| Participant deferral / active EE | $0 | $4,224-100.0% | $5,098-100.0% | $4,139-100.0% |
| Admin fee / account holder | $1,461 | $9,013-83.8% | $12,098-87.9% | $7,234-79.8% |