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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 | $134,090 | $52,306+156.4% | $69,779+92.2% | $62,881+113.2% |
| Participation rate | 78.1% | 67.2%+10.8pp | 71.8%+6.3pp | 69.3%+8.8pp |
| Annual return | 8.69% | 13.35%-4.7pp | 12.99%-4.3pp | 20.14%-11.5pp |
| Employer contribution / active EE | $1,583 | $1,799-12.0% | $2,338-32.3% | $2,281-30.6% |
| Participant deferral / active EE | $3,327 | $2,395+38.9% | $2,931+13.5% | $3,203+3.9% |
| Admin fee / account holder | $6,591 | $3,691+78.6% | $4,381+50.5% | $4,296+53.4% |