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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 | $170,763 | $73,787+131.4% | $98,716+73.0% | $82,448+107.1% |
| Participation rate | 78.1% | 61.4%+16.7pp | 69.3%+8.8pp | 68.1%+10.1pp |
| Annual return | 15.89% | 18.57%-2.7pp | 31.81%-15.9pp | 41.64%-25.7pp |
| Employer contribution / active EE | $2,944 | $1,511+94.8% | $2,279+29.2% | $2,551+15.4% |
| Participant deferral / active EE | $6,181 | $3,081+100.6% | $4,048+52.7% | $4,139+49.3% |
| Admin fee / account holder | $2,941 | $6,500-54.7% | $8,703-66.2% | $7,234-59.3% |