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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 | $121,160 | $90,486+33.9% | $78,676+54.0% | $273,972-55.8% |
| Participation rate | 90.0% | 76.5%+13.5pp | 73.6%+16.4pp | 83.0%+7.0pp |
| Annual return | 3.77% | 75.62%-71.8pp | 62.19%-58.4pp | 41.46%-37.7pp |
| Employer contribution / active EE | $1,493 | $3,175-53.0% | $2,850-47.6% | $4,869-69.3% |
| Participant deferral / active EE | $2,499 | $3,901-35.9% | $3,517-28.9% | $5,287-52.7% |
| Admin fee / account holder | $3,526 | $5,263-33.0% | $4,510-21.8% | $10,133-65.2% |