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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 | $130,346 | $101,798+28.0% | $165,071-21.0% | $80,935+61.0% |
| Participation rate | 80.0% | 71.8%+8.2pp | 78.6%+1.4pp | 67.7%+12.3pp |
| Annual return | 17.00% | 16.73%+0.3pp | 70.17%-53.2pp | 35.66%-18.7pp |
| Employer contribution / active EE | $3,478 | $2,954+17.7% | $4,347-20.0% | $2,757+26.2% |
| Participant deferral / active EE | $7,893 | $4,476+76.3% | $6,035+30.8% | $4,299+83.6% |
| Admin fee / account holder | $2,881 | $8,221-65.0% | $12,695-77.3% | $6,924-58.4% |