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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 | $164,519 | $72,273+127.6% | $101,275+62.4% | $79,856+106.0% |
| Participation rate | 93.9% | 68.5%+25.5pp | 75.8%+18.1pp | 69.6%+24.3pp |
| Annual return | 15.90% | 22.30%-6.4pp | 46.48%-30.6pp | 31.71%-15.8pp |
| Employer contribution / active EE | $1,713 | $2,691-36.4% | $3,660-53.2% | $2,471-30.7% |
| Participant deferral / active EE | $6,501 | $3,282+98.1% | $4,371+48.8% | $3,741+73.8% |
| Admin fee / account holder | $3,121 | $4,401-29.1% | $5,948-47.5% | $5,306-41.2% |