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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 | $166,326 | $86,938+91.3% | $102,423+62.4% | $80,925+105.5% |
| Participation rate | 95.2% | 72.4%+22.9pp | 76.5%+18.7pp | 67.7%+27.6pp |
| Annual return | 21.02% | 18.89%+2.1pp | 29.42%-8.4pp | 35.65%-14.6pp |
| Employer contribution / active EE | $0 | $2,369-100.0% | $3,023-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $2,697 | $4,120-34.6% | $5,054-46.6% | $4,299-37.3% |
| Admin fee / account holder | $25,560 | $8,053+217.4% | $9,455+170.3% | $6,940+268.3% |