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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 | $164,346 | $86,949+89.0% | $102,460+60.4% | $80,959+103.0% |
| Participation rate | 88.2% | 72.4%+15.9pp | 76.5%+11.7pp | 67.7%+20.6pp |
| Annual return | 15.65% | 18.89%-3.2pp | 29.47%-13.8pp | 35.67%-20.0pp |
| Employer contribution / active EE | $1,331 | $2,370-43.8% | $3,025-56.0% | $2,757-51.7% |
| Participant deferral / active EE | $3,231 | $4,121-21.6% | $5,056-36.1% | $4,300-24.9% |
| Admin fee / account holder | $4,999 | $8,048-37.9% | $9,460-47.2% | $6,925-27.8% |