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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 | $138,260 | $114,712+20.5% | $173,730-20.4% | $87,485+58.0% |
| Participation rate | 80.8% | 73.0%+7.8pp | 79.6%+1.2pp | 68.9%+11.8pp |
| Annual return | 14.99% | 20.18%-5.2pp | 19.96%-5.0pp | 26.06%-11.1pp |
| Employer contribution / active EE | $1,602 | $2,904-44.9% | $4,577-65.0% | $2,596-38.3% |
| Participant deferral / active EE | $4,588 | $4,642-1.2% | $6,326-27.5% | $4,274+7.3% |
| Admin fee / account holder | $3,178 | $10,210-68.9% | $17,523-81.9% | $7,775-59.1% |