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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 | $157,507 | $77,574+103.0% | $108,753+44.8% | $86,983+81.1% |
| Participation rate | 73.8% | 62.3%+11.6pp | 71.1%+2.8pp | 69.5%+4.3pp |
| Annual return | 16.83% | 18.42%-1.6pp | 37.47%-20.6pp | 25.83%-9.0pp |
| Employer contribution / active EE | $1,567 | $1,611-2.7% | $2,427-35.4% | $2,584-39.4% |
| Participant deferral / active EE | $4,527 | $3,128+44.7% | $4,115+10.0% | $4,194+8.0% |
| Admin fee / account holder | $3,827 | $6,529-41.4% | $10,320-62.9% | $7,856-51.3% |