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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 | $173,691 | $81,504+113.1% | $102,437+69.6% | $80,959+114.5% |
| Participation rate | 88.9% | 66.9%+22.0pp | 74.5%+14.4pp | 67.7%+21.2pp |
| Annual return | 11.14% | 25.60%-14.5pp | 24.95%-13.8pp | 35.67%-24.5pp |
| Employer contribution / active EE | $1,205 | $3,104-61.2% | $3,871-68.9% | $2,757-56.3% |
| Participant deferral / active EE | $4,876 | $3,871+26.0% | $5,060-3.6% | $4,300+13.4% |
| Admin fee / account holder | $2,458 | $6,719-63.4% | $8,388-70.7% | $6,925-64.5% |