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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 | $147,633 | $71,215+107.3% | $93,696+57.6% | $80,935+82.4% |
| Participation rate | 81.0% | 60.4%+20.6pp | 68.7%+12.2pp | 67.7%+13.3pp |
| Annual return | 11.96% | 11.27%+0.7pp | 133.74%-121.8pp | 35.66%-23.7pp |
| Employer contribution / active EE | $1,040 | $1,565-33.6% | $2,422-57.1% | $2,757-62.3% |
| Participant deferral / active EE | $5,426 | $4,037+34.4% | $4,417+22.8% | $4,299+26.2% |
| Admin fee / account holder | $9,716 | $6,958+39.6% | $8,287+17.3% | $6,924+40.3% |