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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 | $105,582 | $61,660+71.2% | $80,022+31.9% | $64,173+64.5% |
| Participation rate | 86.2% | 71.7%+14.5pp | 75.8%+10.4pp | 69.6%+16.6pp |
| Annual return | 13.48% | -0.33%+13.8pp | 11.22%+2.3pp | 7.63%+5.8pp |
| Employer contribution / active EE | $1,170 | $1,810-35.4% | $2,468-52.6% | $2,381-50.8% |
| Participant deferral / active EE | $3,957 | $2,968+33.3% | $3,686+7.4% | $3,470+14.0% |
| Admin fee / account holder | $1,288 | $5,417-76.2% | $6,521-80.3% | $4,887-73.7% |