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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 | $144,694 | $80,983+78.7% | $96,544+49.9% | $75,177+92.5% |
| Participation rate | 87.0% | 71.8%+15.2pp | 76.0%+11.1pp | 67.2%+19.8pp |
| Annual return | 18.48% | 27.05%-8.6pp | 25.88%-7.4pp | 160.75%-142.3pp |
| Employer contribution / active EE | $1,679 | $2,282-26.4% | $2,966-43.4% | $2,671-37.1% |
| Participant deferral / active EE | $0 | $3,929-100.0% | $4,851-100.0% | $4,126-100.0% |
| Admin fee / account holder | $1,142 | $6,717-83.0% | $8,254-86.2% | $5,651-79.8% |