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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 | $171,328 | $63,082+171.6% | $81,716+109.7% | $79,852+114.6% |
| Participation rate | 91.9% | 67.5%+24.4pp | 72.0%+19.9pp | 69.6%+22.3pp |
| Annual return | 12.70% | 22.66%-10.0pp | 29.49%-16.8pp | 31.72%-19.0pp |
| Employer contribution / active EE | $10,682 | $1,795+495.0% | $4,310+147.8% | $2,471+332.3% |
| Participant deferral / active EE | $4,316 | $2,780+55.2% | $7,108-39.3% | $3,740+15.4% |
| Admin fee / account holder | $2,052 | $4,428-53.7% | $5,159-60.2% | $5,306-61.3% |