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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 | $176,342 | $95,084+85.5% | $140,514+25.5% | $69,733+152.9% |
| Participation rate | 79.8% | 68.7%+11.1pp | 77.8%+2.0pp | 62.5%+17.4pp |
| Annual return | 11.71% | 18.56%-6.8pp | 14.36%-2.6pp | 15.22%-3.5pp |
| Employer contribution / active EE | $716 | $2,405-70.2% | $3,378-78.8% | $2,250-68.2% |
| Participant deferral / active EE | $3,390 | $3,868-12.4% | $4,919-31.1% | $3,054+11.0% |
| Admin fee / account holder | $1,477 | $4,885-69.8% | $13,697-89.2% | $3,102-52.4% |