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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 | $179,300 | $95,453+87.8% | $112,040+60.0% | $82,448+117.5% |
| Participation rate | 96.3% | 72.8%+23.5pp | 76.5%+19.8pp | 68.1%+28.2pp |
| Annual return | 17.89% | 23.92%-6.0pp | 24.52%-6.6pp | 41.64%-23.8pp |
| Employer contribution / active EE | $1,084 | $2,318-53.3% | $2,954-63.3% | $2,551-57.5% |
| Participant deferral / active EE | $6,363 | $4,224+50.6% | $5,098+24.8% | $4,139+53.7% |
| Admin fee / account holder | $15,972 | $9,013+77.2% | $12,098+32.0% | $7,234+120.8% |