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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 | $175,713 | $67,606+159.9% | $82,313+113.5% | $70,124+150.6% |
| Participation rate | 92.3% | 72.8%+19.5pp | 76.9%+15.4pp | 69.5%+22.8pp |
| Annual return | 14.06% | 21.57%-7.5pp | 25.88%-11.8pp | 73.14%-59.1pp |
| Employer contribution / active EE | $2,071 | $1,755+18.0% | $2,428-14.7% | $2,342-11.6% |
| Participant deferral / active EE | $4,097 | $2,987+37.1% | $3,706+10.5% | $3,332+23.0% |
| Admin fee / account holder | $29,265 | $4,512+548.6% | $5,608+421.9% | $4,645+530.0% |