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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 | $124,269 | $67,602+83.8% | $82,312+51.0% | $70,126+77.2% |
| Participation rate | 79.4% | 72.8%+6.6pp | 76.9%+2.5pp | 69.5%+9.9pp |
| Annual return | 15.77% | 21.57%-5.8pp | 25.88%-10.1pp | 73.15%-57.4pp |
| Employer contribution / active EE | $1,170 | $1,755-33.3% | $2,428-51.8% | $2,343-50.0% |
| Participant deferral / active EE | $3,077 | $2,987+3.0% | $3,706-17.0% | $3,332-7.6% |
| Admin fee / account holder | $1,755 | $4,512-61.1% | $5,608-68.7% | $4,645-62.2% |