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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 | $103,193 | $57,119+80.7% | $85,187+21.1% | $80,935+27.5% |
| Participation rate | 78.1% | 56.4%+21.7pp | 67.5%+10.6pp | 67.7%+10.4pp |
| Annual return | 13.70% | 21.70%-8.0pp | 66.67%-53.0pp | 35.66%-22.0pp |
| Employer contribution / active EE | $2,157 | $1,802+19.7% | $2,732-21.0% | $2,757-21.7% |
| Participant deferral / active EE | $4,467 | $3,115+43.4% | $4,525-1.3% | $4,299+3.9% |
| Admin fee / account holder | $1,148 | $4,990-77.0% | $6,162-81.4% | $6,924-83.4% |