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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 | $140,449 | $106,524+31.8% | $152,301-7.8% | $87,485+60.5% |
| Participation rate | 83.3% | 75.8%+7.6pp | 82.4%+0.9pp | 68.9%+14.4pp |
| Annual return | 15.07% | 26.89%-11.8pp | 80.50%-65.4pp | 26.06%-11.0pp |
| Employer contribution / active EE | $3,101 | $3,371-8.0% | $4,624-32.9% | $2,596+19.5% |
| Participant deferral / active EE | $5,081 | $6,525-22.1% | $8,004-36.5% | $4,274+18.9% |
| Admin fee / account holder | $1,041 | $8,287-87.4% | $14,398-92.8% | $7,775-86.6% |