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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 | $182,715 | $70,475+159.3% | $100,525+81.8% | $79,860+128.8% |
| Participation rate | 96.3% | 73.7%+22.6pp | 79.4%+16.9pp | 69.6%+26.7pp |
| Annual return | 16.78% | 21.90%-5.1pp | 30.89%-14.1pp | 31.72%-14.9pp |
| Employer contribution / active EE | $1,411 | $2,165-34.8% | $3,418-58.7% | $2,471-42.9% |
| Participant deferral / active EE | $6,627 | $5,181+27.9% | $6,270+5.7% | $3,740+77.2% |
| Admin fee / account holder | $3,008 | $4,478-32.8% | $8,082-62.8% | $5,306-43.3% |