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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 | $166,455 | $86,940+91.5% | $102,434+62.5% | $80,935+105.7% |
| Participation rate | 90.1% | 72.4%+17.8pp | 76.5%+13.6pp | 67.7%+22.5pp |
| Annual return | 12.12% | 18.89%-6.8pp | 29.46%-17.3pp | 35.66%-23.5pp |
| Employer contribution / active EE | $2,347 | $2,370-1.0% | $3,023-22.4% | $2,757-14.9% |
| Participant deferral / active EE | $6,197 | $4,121+50.4% | $5,055+22.6% | $4,299+44.1% |
| Admin fee / account holder | $21,781 | $8,047+170.7% | $9,462+130.2% | $6,924+214.6% |