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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 | $57,057+80.9% | $85,009+21.4% | $80,874+27.6% |
| Participation rate | 78.1% | 56.4%+21.7pp | 67.5%+10.6pp | 67.6%+10.4pp |
| Annual return | 13.70% | 21.66%-8.0pp | 66.47%-52.8pp | 35.62%-21.9pp |
| Employer contribution / active EE | $2,157 | $1,799+19.9% | $2,728-20.9% | $2,756-21.7% |
| Participant deferral / active EE | $4,467 | $3,112+43.6% | $4,522-1.2% | $4,297+4.0% |
| Admin fee / account holder | $1,148 | $4,986-77.0% | $6,153-81.3% | $6,935-83.4% |