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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 | $116,047 | $67,602+71.7% | $82,312+41.0% | $70,126+65.5% |
| Participation rate | 76.4% | 72.8%+3.6pp | 76.9%-0.5pp | 69.5%+6.8pp |
| Annual return | 18.18% | 21.57%-3.4pp | 25.88%-7.7pp | 73.15%-55.0pp |
| Employer contribution / active EE | $1,493 | $1,755-14.9% | $2,428-38.5% | $2,343-36.3% |
| Participant deferral / active EE | $2,269 | $2,987-24.1% | $3,706-38.8% | $3,332-31.9% |
| Admin fee / account holder | $1,898 | $4,512-57.9% | $5,608-66.1% | $4,645-59.1% |