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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 | $77,574+120.1% | $108,753+57.0% | $86,983+96.3% |
| Participation rate | 78.1% | 62.3%+15.8pp | 71.1%+7.0pp | 69.5%+8.6pp |
| Annual return | 15.89% | 18.42%-2.5pp | 37.47%-21.6pp | 25.83%-9.9pp |
| Employer contribution / active EE | $2,944 | $1,611+82.8% | $2,427+21.3% | $2,584+13.9% |
| Participant deferral / active EE | $6,181 | $3,128+97.6% | $4,115+50.2% | $4,194+47.4% |
| Admin fee / account holder | $2,941 | $6,529-54.9% | $10,320-71.5% | $7,856-62.6% |