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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 | $121,078 | $101,778+19.0% | $164,975-26.6% | $80,925+49.6% |
| Participation rate | 82.4% | 71.8%+10.6pp | 78.6%+3.8pp | 67.7%+14.8pp |
| Annual return | 14.27% | 16.73%-2.5pp | 70.12%-55.9pp | 35.65%-21.4pp |
| Employer contribution / active EE | $1,945 | $2,954-34.1% | $4,343-55.2% | $2,756-29.4% |
| Participant deferral / active EE | $3,519 | $4,477-21.4% | $6,033-41.7% | $4,299-18.1% |
| Admin fee / account holder | $3,382 | $8,221-58.9% | $12,688-73.3% | $6,940-51.3% |