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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 | $163,000 | $76,834+112.1% | $108,359+50.4% | $87,485+86.3% |
| Participation rate | 90.2% | 61.7%+28.5pp | 70.1%+20.1pp | 68.9%+21.3pp |
| Annual return | 15.89% | 19.09%-3.2pp | 36.89%-21.0pp | 26.06%-10.2pp |
| Employer contribution / active EE | $3,162 | $1,556+103.2% | $2,399+31.8% | $2,596+21.8% |
| Participant deferral / active EE | $2,343 | $3,100-24.4% | $4,137-43.4% | $4,274-45.2% |
| Admin fee / account holder | $5,639 | $6,537-13.7% | $9,741-42.1% | $7,775-27.5% |