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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 | $143,113 | $97,648+46.6% | $121,663+17.6% | $87,485+63.6% |
| Participation rate | 77.6% | 70.5%+7.1pp | 74.5%+3.1pp | 68.9%+8.6pp |
| Annual return | 14.93% | 18.03%-3.1pp | 147.54%-132.6pp | 26.06%-11.1pp |
| Employer contribution / active EE | $1,837 | $2,300-20.2% | $3,020-39.2% | $2,596-29.3% |
| Participant deferral / active EE | $3,872 | $3,923-1.3% | $4,887-20.8% | $4,274-9.4% |
| Admin fee / account holder | $9,655 | $11,100-13.0% | $14,289-32.4% | $7,775+24.2% |