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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 | $122,190 | $95,453+28.0% | $112,040+9.1% | $82,448+48.2% |
| Participation rate | 76.7% | 72.8%+4.0pp | 76.5%+0.3pp | 68.1%+8.7pp |
| Annual return | 12.86% | 23.92%-11.1pp | 24.52%-11.7pp | 41.64%-28.8pp |
| Employer contribution / active EE | $898 | $2,318-61.3% | $2,954-69.6% | $2,551-64.8% |
| Participant deferral / active EE | $4,785 | $4,224+13.3% | $5,098-6.1% | $4,139+15.6% |
| Admin fee / account holder | $1,711 | $9,013-81.0% | $12,098-85.9% | $7,234-76.4% |