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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 | $117,286 | $47,848+145.1% | $81,473+44.0% | $70,126+67.3% |
| Participation rate | 91.9% | 58.3%+33.7pp | 68.0%+24.0pp | 69.5%+22.4pp |
| Annual return | 16.01% | 27.25%-11.2pp | 38.78%-22.8pp | 73.15%-57.1pp |
| Employer contribution / active EE | $1,179 | $1,527-22.8% | $2,568-54.1% | $2,343-49.7% |
| Participant deferral / active EE | $4,475 | $2,453+82.4% | $3,537+26.5% | $3,332+34.3% |
| Admin fee / account holder | $1,717 | $3,145-45.4% | $4,561-62.4% | $4,645-63.0% |