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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 | $120,315 | $121,719-1.2% | $210,053-42.7% | $116,462+3.3% |
| Participation rate | 71.4% | 76.0%-4.6pp | 80.8%-9.4pp | 74.7%-3.3pp |
| Annual return | 18.01% | 14.29%+3.7pp | 232.76%-214.7pp | 15.65%+2.4pp |
| Employer contribution / active EE | $1,944 | $2,386-18.5% | $4,521-57.0% | $3,231-39.8% |
| Participant deferral / active EE | $2,974 | $3,917-24.1% | $4,238-29.8% | $3,836-22.5% |
| Admin fee / account holder | $10,765 | $13,730-21.6% | $16,990-36.6% | $12,754-15.6% |