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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 | $76,834+110.0% | $108,359+48.9% | $87,485+84.4% |
| Participation rate | 96.2% | 61.7%+34.4pp | 70.1%+26.0pp | 68.9%+27.2pp |
| Annual return | 17.25% | 19.09%-1.8pp | 36.89%-19.6pp | 26.06%-8.8pp |
| Employer contribution / active EE | $2,000 | $1,556+28.5% | $2,399-16.6% | $2,596-23.0% |
| Participant deferral / active EE | $2,809 | $3,100-9.4% | $4,137-32.1% | $4,274-34.3% |
| Admin fee / account holder | $3,495 | $6,537-46.5% | $9,741-64.1% | $7,775-55.0% |