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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 | $187,144 | $71,057+163.4% | $93,654+99.8% | $80,874+131.4% |
| Participation rate | 90.0% | 60.4%+29.6pp | 68.7%+21.3pp | 67.6%+22.4pp |
| Annual return | 13.70% | 11.26%+2.4pp | 133.34%-119.6pp | 35.62%-21.9pp |
| Employer contribution / active EE | $2,105 | $1,564+34.6% | $2,421-13.0% | $2,756-23.6% |
| Participant deferral / active EE | $4,171 | $4,034+3.4% | $4,413-5.5% | $4,297-2.9% |
| Admin fee / account holder | $5,978 | $6,944-13.9% | $8,282-27.8% | $6,935-13.8% |