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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 | $157,107 | $88,707+77.1% | $74,184+111.8% | $273,972-42.7% |
| Participation rate | 90.0% | 79.4%+10.6pp | 76.6%+13.4pp | 83.0%+7.0pp |
| Annual return | 3.37% | 11.94%-8.6pp | 17.74%-14.4pp | 41.46%-38.1pp |
| Employer contribution / active EE | $3,002 | $3,159-5.0% | $2,370+26.7% | $4,869-38.3% |
| Participant deferral / active EE | $3,403 | $4,212-19.2% | $3,550-4.1% | $5,287-35.6% |
| Admin fee / account holder | $1,080 | $8,717-87.6% | $5,586-80.7% | $10,133-89.3% |