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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 | $146,716 | $58,627+150.3% | $76,735+91.2% | $82,448+77.9% |
| Participation rate | 92.3% | 63.2%+29.1pp | 69.5%+22.8pp | 68.1%+24.2pp |
| Annual return | 16.75% | 39.10%-22.3pp | 29.77%-13.0pp | 41.64%-24.9pp |
| Employer contribution / active EE | $3,235 | $1,729+87.1% | $2,454+31.8% | $2,551+26.8% |
| Participant deferral / active EE | $2,322 | $3,134-25.9% | $4,088-43.2% | $4,139-43.9% |
| Admin fee / account holder | $2,274 | $5,323-57.3% | $7,189-68.4% | $7,234-68.6% |