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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 | $86,938+101.4% | $102,423+71.0% | $80,925+116.4% |
| Participation rate | 86.1% | 72.4%+13.7pp | 76.5%+9.6pp | 67.7%+18.5pp |
| Annual return | 16.58% | 18.89%-2.3pp | 29.42%-12.8pp | 35.65%-19.1pp |
| Employer contribution / active EE | $0 | $2,369-100.0% | $3,023-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $7,278 | $4,120+76.6% | $5,054+44.0% | $4,299+69.3% |
| Admin fee / account holder | $334 | $8,053-95.9% | $9,455-96.5% | $6,940-95.2% |