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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 | $173,142 | $80,992+113.8% | $96,534+79.4% | $75,173+130.3% |
| Participation rate | 79.5% | 71.8%+7.8pp | 76.0%+3.6pp | 67.2%+12.3pp |
| Annual return | 15.28% | 27.05%-11.8pp | 25.88%-10.6pp | 160.72%-145.4pp |
| Employer contribution / active EE | $0 | $2,283-100.0% | $2,965-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $4,777 | $3,929+21.6% | $4,851-1.5% | $4,126+15.8% |
| Admin fee / account holder | $2,200 | $6,717-67.3% | $8,253-73.3% | $5,651-61.1% |