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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 | $170,127 | $87,106+95.3% | $105,607+61.1% | $80,935+110.2% |
| Participation rate | 82.9% | 70.4%+12.5pp | 75.3%+7.7pp | 67.7%+15.3pp |
| Annual return | 11.19% | 17.01%-5.8pp | 116.11%-104.9pp | 35.66%-24.5pp |
| Employer contribution / active EE | $1,998 | $2,396-16.6% | $3,167-36.9% | $2,757-27.5% |
| Participant deferral / active EE | $4,417 | $3,986+10.8% | $5,011-11.9% | $4,299+2.7% |
| Admin fee / account holder | $1,899 | $8,447-77.5% | $10,958-82.7% | $6,924-72.6% |