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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 | $177,387 | $63,845+177.8% | $81,370+118.0% | $80,959+119.1% |
| Participation rate | 98.3% | 63.9%+34.4pp | 69.5%+28.8pp | 67.7%+30.6pp |
| Annual return | 15.58% | 16.37%-0.8pp | 24.85%-9.3pp | 35.67%-20.1pp |
| Employer contribution / active EE | $6,421 | $1,980+224.3% | $2,464+160.6% | $2,757+132.9% |
| Participant deferral / active EE | $3,554 | $3,093+14.9% | $3,885-8.5% | $4,300-17.4% |
| Admin fee / account holder | $2,319 | $5,688-59.2% | $5,749-59.7% | $6,925-66.5% |