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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 | $127,615 | $65,027+96.2% | $90,970+40.3% | $79,852+59.8% |
| Participation rate | 76.1% | 61.6%+14.5pp | 69.0%+7.1pp | 69.6%+6.4pp |
| Annual return | 12.42% | 30.45%-18.0pp | 134.58%-122.2pp | 31.72%-19.3pp |
| Employer contribution / active EE | $1,281 | $1,247+2.7% | $2,122-39.6% | $2,471-48.2% |
| Participant deferral / active EE | $3,046 | $2,512+21.3% | $3,373-9.7% | $3,740-18.6% |
| Admin fee / account holder | $2,616 | $4,535-42.3% | $5,960-56.1% | $5,306-50.7% |