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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 | $162,252 | $95,404+70.1% | $113,397+43.1% | $82,637+96.3% |
| Participation rate | 90.0% | 72.8%+17.2pp | 76.5%+13.5pp | 68.1%+21.9pp |
| Annual return | 17.17% | 19.08%-1.9pp | 23.20%-6.0pp | 53.51%-36.3pp |
| Employer contribution / active EE | $0 | $2,307-100.0% | $2,977-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $2,252 | $4,220-46.6% | $5,076-55.6% | $4,126-45.4% |
| Admin fee / account holder | $12,611 | $9,168+37.6% | $11,957+5.5% | $7,339+71.8% |