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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 | $128,936 | $81,457+58.3% | $103,378+24.7% | $80,911+59.4% |
| Participation rate | 96.8% | 66.8%+29.9pp | 74.5%+22.3pp | 67.6%+29.1pp |
| Annual return | 12.08% | 25.58%-13.5pp | 24.91%-12.8pp | 35.63%-23.5pp |
| Employer contribution / active EE | $3,651 | $3,107+17.5% | $3,870-5.7% | $2,756+32.5% |
| Participant deferral / active EE | $3,385 | $3,871-12.6% | $5,058-33.1% | $4,297-21.2% |
| Admin fee / account holder | $4,911 | $6,717-26.9% | $8,401-41.5% | $6,935-29.2% |