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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 | $123,478+12.0% | $216,567-36.2% | $94,015+47.1% |
| Participation rate | 80.8% | 75.1%+5.7pp | 81.6%-0.9pp | 70.8%+9.9pp |
| Annual return | 14.99% | 23.61%-8.6pp | 12.94%+2.0pp | 17.84%-2.8pp |
| Employer contribution / active EE | $1,602 | $3,136-48.9% | $5,216-69.3% | $2,790-42.6% |
| Participant deferral / active EE | $4,588 | $4,556+0.7% | $6,191-25.9% | $4,249+8.0% |
| Admin fee / account holder | $3,178 | $12,753-75.1% | $21,981-85.5% | $8,951-64.5% |