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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 | $126,921 | $104,098+21.9% | $140,514-9.7% | $94,015+35.0% |
| Participation rate | 76.5% | 73.7%+2.8pp | 77.8%-1.3pp | 70.8%+5.6pp |
| Annual return | 11.11% | 15.14%-4.0pp | 14.36%-3.2pp | 17.84%-6.7pp |
| Employer contribution / active EE | $620 | $2,388-74.1% | $3,378-81.7% | $2,790-77.8% |
| Participant deferral / active EE | $2,478 | $4,033-38.5% | $4,919-49.6% | $4,249-41.7% |
| Admin fee / account holder | $18,741 | $10,439+79.5% | $13,697+36.8% | $8,951+109.4% |