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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 | $150,543 | $132,820+13.3% | $203,445-26.0% | $132,820+13.3% |
| Participation rate | 94.6% | 74.3%+20.4pp | 76.8%+17.8pp | 74.3%+20.4pp |
| Annual return | 12.49% | 14.82%-2.3pp | -5.67%+18.2pp | 14.82%-2.3pp |
| Employer contribution / active EE | $2,370 | $4,144-42.8% | $4,770-50.3% | $4,144-42.8% |
| Participant deferral / active EE | $4,870 | $3,980+22.4% | $3,908+24.6% | $3,980+22.4% |
| Admin fee / account holder | $1,782 | $11,722-84.8% | $14,231-87.5% | $11,722-84.8% |