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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 | $125,733 | $69,137+81.9% | $182,153-31.0% | $94,015+33.7% |
| Participation rate | 80.8% | 59.6%+21.1pp | 65.7%+15.0pp | 70.8%+9.9pp |
| Annual return | 13.92% | 21.34%-7.4pp | 35.04%-21.1pp | 17.84%-3.9pp |
| Employer contribution / active EE | $761 | $2,152-64.6% | $2,593-70.6% | $2,790-72.7% |
| Participant deferral / active EE | $3,182 | $2,665+19.4% | $3,776-15.7% | $4,249-25.1% |
| Admin fee / account holder | $40,452 | $11,615+248.3% | $9,477+326.9% | $8,951+351.9% |