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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 | $175,108 | $86,949+101.4% | $102,460+70.9% | $80,959+116.3% |
| Participation rate | 86.1% | 72.4%+13.7pp | 76.5%+9.6pp | 67.7%+18.4pp |
| Annual return | 16.58% | 18.89%-2.3pp | 29.47%-12.9pp | 35.67%-19.1pp |
| Employer contribution / active EE | $0 | $2,370-100.0% | $3,025-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $7,278 | $4,121+76.6% | $5,056+43.9% | $4,300+69.2% |
| Admin fee / account holder | $334 | $8,048-95.8% | $9,460-96.5% | $6,925-95.2% |