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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 | $110,159 | $56,054+96.5% | $171,082-35.6% | $62,881+75.2% |
| Participation rate | 96.7% | 62.9%+33.8pp | 76.7%+20.0pp | 69.3%+27.4pp |
| Annual return | 8.64% | 22.52%-13.9pp | 32.56%-23.9pp | 20.14%-11.5pp |
| Employer contribution / active EE | $3,132 | $1,731+81.0% | $4,002-21.7% | $2,281+37.3% |
| Participant deferral / active EE | $3,027 | $3,158-4.1% | $4,797-36.9% | $3,203-5.5% |
| Admin fee / account holder | $1,811 | $3,647-50.3% | $8,520-78.7% | $4,296-57.8% |