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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 | $137,652 | $100,194+37.4% | $122,979+11.9% | $86,983+58.3% |
| Participation rate | 80.0% | 73.0%+7.0pp | 77.2%+2.8pp | 69.5%+10.5pp |
| Annual return | 14.44% | 16.47%-2.0pp | 20.12%-5.7pp | 25.83%-11.4pp |
| Employer contribution / active EE | $2,078 | $2,326-10.6% | $3,062-32.1% | $2,584-19.6% |
| Participant deferral / active EE | $4,081 | $4,133-1.3% | $5,003-18.4% | $4,194-2.7% |
| Admin fee / account holder | $4,414 | $10,148-56.5% | $12,864-65.7% | $7,856-43.8% |