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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 | $168,581 | $63,845+164.0% | $81,370+107.2% | $80,959+108.2% |
| Participation rate | 96.9% | 63.9%+33.0pp | 69.5%+27.3pp | 67.7%+29.2pp |
| Annual return | 11.12% | 16.37%-5.3pp | 24.85%-13.7pp | 35.67%-24.6pp |
| Employer contribution / active EE | $2,309 | $1,980+16.7% | $2,464-6.3% | $2,757-16.2% |
| Participant deferral / active EE | $3,610 | $3,093+16.7% | $3,885-7.1% | $4,300-16.0% |
| Admin fee / account holder | $2,042 | $5,688-64.1% | $5,749-64.5% | $6,925-70.5% |