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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 | $172,951 | $67,602+155.8% | $82,312+110.1% | $70,126+146.6% |
| Participation rate | 96.2% | 72.8%+23.4pp | 76.9%+19.3pp | 69.5%+26.6pp |
| Annual return | 18.07% | 21.57%-3.5pp | 25.88%-7.8pp | 73.15%-55.1pp |
| Employer contribution / active EE | $0 | $1,755-100.0% | $2,428-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $4,490 | $2,987+50.3% | $3,706+21.1% | $3,332+34.8% |
| Admin fee / account holder | $3,566 | $4,512-21.0% | $5,608-36.4% | $4,645-23.2% |