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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 | $119,197 | $84,936+40.3% | $111,308+7.1% | $79,391+50.1% |
| Participation rate | 84.2% | 75.9%+8.3pp | 77.3%+6.8pp | 70.7%+13.4pp |
| Annual return | 14.01% | 17.45%-3.4pp | 54.67%-40.7pp | 116.88%-102.9pp |
| Employer contribution / active EE | $988 | $1,979-50.1% | $2,732-63.8% | $2,428-59.3% |
| Participant deferral / active EE | $4,535 | $3,888+16.6% | $4,487+1.1% | $4,046+12.1% |
| Admin fee / account holder | $2,186 | $537+306.9% | $7,965-72.6% | $627+248.9% |