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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 | $94,449 | $63,773+48.1% | $81,286+16.2% | $80,925+16.7% |
| Participation rate | 83.1% | 63.9%+19.2pp | 69.5%+13.6pp | 67.7%+15.4pp |
| Annual return | 16.47% | 16.37%+0.1pp | 24.80%-8.3pp | 35.65%-19.2pp |
| Employer contribution / active EE | $1,754 | $1,979-11.4% | $2,463-28.8% | $2,756-36.4% |
| Participant deferral / active EE | $3,884 | $3,093+25.6% | $3,8830% | $4,299-9.6% |
| Admin fee / account holder | $17,530 | $5,682+208.5% | $5,764+204.1% | $6,940+152.6% |