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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 | $57,119+165.3% | $85,187+77.9% | $80,935+87.2% |
| Participation rate | 73.1% | 56.4%+16.7pp | 67.5%+5.6pp | 67.7%+5.4pp |
| Annual return | 11.62% | 21.70%-10.1pp | 66.67%-55.0pp | 35.66%-24.0pp |
| Employer contribution / active EE | $2,251 | $1,802+25.0% | $2,732-17.6% | $2,757-18.3% |
| Participant deferral / active EE | $3,610 | $3,115+15.9% | $4,525-20.2% | $4,299-16.0% |
| Admin fee / account holder | $1,029 | $4,990-79.4% | $6,162-83.3% | $6,924-85.1% |