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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 | $182,327 | $106,864+70.6% | $147,318+23.8% | $82,637+120.6% |
| Participation rate | 73.8% | 75.5%-1.7pp | 82.1%-8.3pp | 68.1%+5.8pp |
| Annual return | 14.81% | 27.49%-12.7pp | 70.43%-55.6pp | 53.51%-38.7pp |
| Employer contribution / active EE | $700 | $3,417-79.5% | $4,593-84.8% | $2,552-72.6% |
| Participant deferral / active EE | $4,059 | $6,496-37.5% | $7,906-48.7% | $4,126-1.6% |
| Admin fee / account holder | $5,398 | $8,415-35.9% | $13,708-60.6% | $7,339-26.4% |