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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 | $102,479 | $72,554+41.2% | $138,135-25.8% | $73,497+39.4% |
| Participation rate | 94.6% | 74.8%+19.8pp | 78.7%+15.9pp | 70.7%+23.9pp |
| Annual return | 17.29% | 17.50%-0.2pp | 20.51%-3.2pp | 28.51%-11.2pp |
| Employer contribution / active EE | $1,728 | $3,511-50.8% | $5,587-69.1% | $2,270-23.9% |
| Participant deferral / active EE | $4,587 | $4,908-6.6% | $6,431-28.7% | $3,740+22.6% |
| Admin fee / account holder | $2,312 | $464+397.8% | $11,856-80.5% | $513+350.6% |