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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 | $136,645 | $93,617+46.0% | $135,982+0.5% | $75,177+81.8% |
| Participation rate | 82.4% | 75.2%+7.2pp | 81.9%+0.4pp | 67.2%+15.1pp |
| Annual return | 17.32% | 30.89%-13.6pp | 68.32%-51.0pp | 160.75%-143.4pp |
| Employer contribution / active EE | $1,904 | $3,538-46.2% | $4,859-60.8% | $2,671-28.7% |
| Participant deferral / active EE | $4,844 | $6,406-24.4% | $7,760-37.6% | $4,126+17.4% |
| Admin fee / account holder | $2,752 | $6,980-60.6% | $10,767-74.4% | $5,651-51.3% |