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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 | $140,668 | $106,524+32.1% | $152,301-7.6% | $87,485+60.8% |
| Participation rate | 82.9% | 75.8%+7.1pp | 82.4%+0.4pp | 68.9%+13.9pp |
| Annual return | 15.05% | 26.89%-11.8pp | 80.50%-65.4pp | 26.06%-11.0pp |
| Employer contribution / active EE | $1,167 | $3,371-65.4% | $4,624-74.8% | $2,596-55.1% |
| Participant deferral / active EE | $7,963 | $6,525+22.0% | $8,004-0.5% | $4,274+86.3% |
| Admin fee / account holder | $4,719 | $8,287-43.1% | $14,398-67.2% | $7,775-39.3% |