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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 | $173,484 | $81,504+112.9% | $102,437+69.4% | $80,959+114.3% |
| Participation rate | 92.9% | 66.9%+26.0pp | 74.5%+18.3pp | 67.7%+25.2pp |
| Annual return | 12.37% | 25.60%-13.2pp | 24.95%-12.6pp | 35.67%-23.3pp |
| Employer contribution / active EE | $1,190 | $3,104-61.6% | $3,871-69.2% | $2,757-56.8% |
| Participant deferral / active EE | $9,567 | $3,871+147.2% | $5,060+89.1% | $4,300+122.5% |
| Admin fee / account holder | $1,776 | $6,719-73.6% | $8,388-78.8% | $6,925-74.4% |