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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 | $114,193 | $63,365+80.2% | $91,994+24.1% | $72,975+56.5% |
| Participation rate | 84.2% | 72.5%+11.7pp | 78.6%+5.6pp | 69.5%+14.7pp |
| Annual return | 23.67% | 35.35%-11.7pp | 69.04%-45.4pp | 81.01%-57.3pp |
| Employer contribution / active EE | $732 | $2,116-65.4% | $3,453-78.8% | $2,440-70.0% |
| Participant deferral / active EE | $6,976 | $4,883+42.9% | $5,924+17.8% | $3,608+93.4% |
| Admin fee / account holder | $12,105 | $4,670+159.2% | $7,744+56.3% | $5,124+136.2% |