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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 | $226,933 | $95,453+137.7% | $112,040+102.5% | $82,448+175.2% |
| Participation rate | 87.5% | 72.8%+14.7pp | 76.5%+11.0pp | 68.1%+19.4pp |
| Annual return | 14.14% | 23.92%-9.8pp | 24.52%-10.4pp | 41.64%-27.5pp |
| Employer contribution / active EE | $0 | $2,318-100.0% | $2,954-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $4,735 | $4,224+12.1% | $5,098-7.1% | $4,139+14.4% |
| Admin fee / account holder | $1,150 | $9,013-87.2% | $12,098-90.5% | $7,234-84.1% |