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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 | $136,988 | $86,940+57.6% | $102,434+33.7% | $80,935+69.3% |
| Participation rate | 88.5% | 72.4%+16.1pp | 76.5%+12.0pp | 67.7%+20.8pp |
| Annual return | 16.14% | 18.89%-2.7pp | 29.46%-13.3pp | 35.66%-19.5pp |
| Employer contribution / active EE | $1,668 | $2,370-29.6% | $3,023-44.8% | $2,757-39.5% |
| Participant deferral / active EE | $4,982 | $4,121+20.9% | $5,055-1.4% | $4,299+15.9% |
| Admin fee / account holder | $13,346 | $8,047+65.9% | $9,462+41.1% | $6,924+92.7% |