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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 | $166,339 | $63,082+163.7% | $81,726+103.5% | $79,856+108.3% |
| Participation rate | 92.1% | 67.5%+24.5pp | 72.0%+20.1pp | 69.6%+22.4pp |
| Annual return | 19.07% | 22.66%-3.6pp | 29.49%-10.4pp | 31.71%-12.6pp |
| Employer contribution / active EE | $2,272 | $1,795+26.5% | $4,311-47.3% | $2,471-8.1% |
| Participant deferral / active EE | $7,676 | $2,780+176.1% | $7,108+8.0% | $3,741+105.2% |
| Admin fee / account holder | $4,693 | $4,428+6.0% | $5,160-9.1% | $5,306-11.6% |