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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 | $121,677 | $58,493+108.0% | $84,023+44.8% | $72,976+66.7% |
| Participation rate | 72.2% | 61.2%+10.9pp | 69.0%+3.1pp | 69.5%+2.7pp |
| Annual return | 24.61% | 28.93%-4.3pp | 71.32%-46.7pp | 81.02%-56.4pp |
| Employer contribution / active EE | $1,755 | $1,163+50.9% | $1,984-11.5% | $2,440-28.1% |
| Participant deferral / active EE | $4,012 | $2,394+67.6% | $3,239+23.9% | $3,608+11.2% |
| Admin fee / account holder | $1,914 | $4,569-58.1% | $6,102-68.6% | $5,124-62.7% |