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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 | $126,311 | $107,809+17.2% | $90,657+39.3% | $135,380-6.7% |
| Participation rate | 87.0% | 78.0%+8.9pp | 74.0%+12.9pp | 82.6%+4.3pp |
| Annual return | 11.05% | -0.90%+11.9pp | 1.89%+9.2pp | 519.81%-508.8pp |
| Employer contribution / active EE | $1,451 | $3,018-51.9% | $2,532-42.7% | $4,779-69.6% |
| Participant deferral / active EE | $3,610 | $3,872-6.8% | $3,424+5.4% | $5,609-35.6% |
| Admin fee / account holder | $4,508 | $5,931-24.0% | $4,994-9.7% | $10,828-58.4% |