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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 | $164,871 | $72,471+127.5% | $94,215+75.0% | $86,983+89.5% |
| Participation rate | 82.0% | 63.9%+18.1pp | 70.0%+12.0pp | 69.5%+12.4pp |
| Annual return | 15.74% | 26.44%-10.7pp | 28.22%-12.5pp | 25.83%-10.1pp |
| Employer contribution / active EE | $1,496 | $1,936-22.7% | $2,675-44.1% | $2,584-42.1% |
| Participant deferral / active EE | $4,637 | $3,397+36.5% | $4,276+8.4% | $4,194+10.6% |
| Admin fee / account holder | $14,006 | $6,468+116.6% | $10,216+37.1% | $7,856+78.3% |