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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 | $123,496 | $115,931+6.5% | $185,441-33.4% | $86,983+42.0% |
| Participation rate | 96.2% | 73.6%+22.5pp | 80.3%+15.9pp | 69.5%+26.6pp |
| Annual return | 15.17% | 21.47%-6.3pp | 20.16%-5.0pp | 25.83%-10.7pp |
| Employer contribution / active EE | $2,262 | $2,937-23.0% | $4,672-51.6% | $2,584-12.5% |
| Participant deferral / active EE | $2,559 | $4,551-43.8% | $6,152-58.4% | $4,194-39.0% |
| Admin fee / account holder | $1,200 | $10,687-88.8% | $17,890-93.3% | $7,856-84.7% |