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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 | $157,252 | $54,541+188.3% | $78,778+99.6% | $70,124+124.2% |
| Participation rate | 96.9% | 60.8%+36.1pp | 69.2%+27.7pp | 69.5%+27.3pp |
| Annual return | 18.17% | 21.07%-2.9pp | 35.62%-17.4pp | 73.14%-55.0pp |
| Employer contribution / active EE | $2,081 | $1,089+91.2% | $1,986+4.8% | $2,342-11.1% |
| Participant deferral / active EE | $3,980 | $2,210+80.1% | $2,958+34.5% | $3,332+19.4% |
| Admin fee / account holder | $3,638 | $3,709-1.9% | $5,134-29.1% | $4,645-21.7% |