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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 | $161,286 | $81,446+98.0% | $103,374+56.0% | $80,874+99.4% |
| Participation rate | 100.0% | 66.9%+33.1pp | 74.5%+25.5pp | 67.6%+32.4pp |
| Annual return | 15.91% | 25.57%-9.7pp | 24.89%-9.0pp | 35.62%-19.7pp |
| Employer contribution / active EE | $948 | $3,107-69.5% | $3,869-75.5% | $2,756-65.6% |
| Participant deferral / active EE | $1,947 | $3,870-49.7% | $5,058-61.5% | $4,297-54.7% |
| Admin fee / account holder | $5,082 | $6,715-24.3% | $8,394-39.5% | $6,935-26.7% |