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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 | $151,545 | $57,061+165.6% | $85,063+78.2% | $80,911+87.3% |
| Participation rate | 73.1% | 56.3%+16.7pp | 67.5%+5.6pp | 67.6%+5.4pp |
| Annual return | 11.62% | 21.66%-10.0pp | 66.54%-54.9pp | 35.63%-24.0pp |
| Employer contribution / active EE | $2,251 | $1,799+25.2% | $2,727-17.5% | $2,756-18.3% |
| Participant deferral / active EE | $3,610 | $3,110+16.1% | $4,523-20.2% | $4,297-16.0% |
| Admin fee / account holder | $1,029 | $4,986-79.4% | $6,155-83.3% | $6,935-85.2% |