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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 | $120,214 | $72,269+66.3% | $101,271+18.7% | $79,852+50.5% |
| Participation rate | 73.8% | 68.5%+5.3pp | 75.8%-2.0pp | 69.6%+4.1pp |
| Annual return | 15.99% | 22.29%-6.3pp | 46.48%-30.5pp | 31.72%-15.7pp |
| Employer contribution / active EE | $1,657 | $2,692-38.4% | $3,660-54.7% | $2,471-32.9% |
| Participant deferral / active EE | $4,340 | $3,282+32.2% | $4,371-0.7% | $3,740+16.0% |
| Admin fee / account holder | $5,933 | $4,401+34.8% | $5,948-0.2% | $5,306+11.8% |