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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 | $108,825+13.5% | $156,181-20.9% | $82,448+49.8% |
| Participation rate | 96.2% | 72.4%+23.8pp | 78.8%+17.3pp | 68.1%+28.1pp |
| Annual return | 15.17% | 20.59%-5.4pp | 64.87%-49.7pp | 41.64%-26.5pp |
| Employer contribution / active EE | $2,262 | $2,870-21.2% | $4,294-47.3% | $2,551-11.3% |
| Participant deferral / active EE | $2,559 | $4,577-44.1% | $6,132-58.3% | $4,139-38.2% |
| Admin fee / account holder | $1,200 | $9,341-87.2% | $14,586-91.8% | $7,234-83.4% |