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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 | $144,749 | $106,524+35.9% | $152,301-5.0% | $87,485+65.5% |
| Participation rate | 84.8% | 75.8%+9.0pp | 82.4%+2.3pp | 68.9%+15.9pp |
| Annual return | 18.28% | 26.89%-8.6pp | 80.50%-62.2pp | 26.06%-7.8pp |
| Employer contribution / active EE | $2,053 | $3,371-39.1% | $4,624-55.6% | $2,596-20.9% |
| Participant deferral / active EE | $8,668 | $6,525+32.8% | $8,004+8.3% | $4,274+102.8% |
| Admin fee / account holder | $455 | $8,287-94.5% | $14,398-96.8% | $7,775-94.2% |