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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 | $127,357 | $80,992+57.2% | $96,534+31.9% | $75,173+69.4% |
| Participation rate | 77.8% | 71.8%+6.0pp | 76.0%+1.8pp | 67.2%+10.6pp |
| Annual return | 18.80% | 27.05%-8.2pp | 25.88%-7.1pp | 160.72%-141.9pp |
| Employer contribution / active EE | $940 | $2,283-58.8% | $2,965-68.3% | $2,671-64.8% |
| Participant deferral / active EE | $2,504 | $3,929-36.3% | $4,851-48.4% | $4,126-39.3% |
| Admin fee / account holder | $7,688 | $6,717+14.5% | $8,253-6.8% | $5,651+36.1% |