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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 | $161,349 | $73,787+118.7% | $98,716+63.4% | $82,448+95.7% |
| Participation rate | 96.2% | 61.4%+34.7pp | 69.3%+26.9pp | 68.1%+28.1pp |
| Annual return | 17.25% | 18.57%-1.3pp | 31.81%-14.6pp | 41.64%-24.4pp |
| Employer contribution / active EE | $2,000 | $1,511+32.4% | $2,279-12.2% | $2,551-21.6% |
| Participant deferral / active EE | $2,809 | $3,081-8.9% | $4,048-30.6% | $4,139-32.1% |
| Admin fee / account holder | $3,495 | $6,500-46.2% | $8,703-59.8% | $7,234-51.7% |