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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 | $74,535+118.7% | $100,712+61.8% | $82,637+97.2% |
| Participation rate | 90.2% | 61.2%+29.1pp | 69.3%+21.0pp | 68.1%+22.2pp |
| Annual return | 15.89% | 18.92%-3.0pp | 33.27%-17.4pp | 53.51%-37.6pp |
| Employer contribution / active EE | $3,162 | $1,503+110.4% | $2,313+36.7% | $2,552+23.9% |
| Participant deferral / active EE | $2,343 | $3,074-23.8% | $4,085-42.6% | $4,126-43.2% |
| Admin fee / account holder | $5,639 | $6,576-14.3% | $9,256-39.1% | $7,339-23.2% |