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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 | $116,598 | $88,707+31.4% | $74,184+57.2% | $273,972-57.4% |
| Participation rate | 90.5% | 79.4%+11.0pp | 76.6%+13.9pp | 83.0%+7.5pp |
| Annual return | 8.67% | 11.94%-3.3pp | 17.74%-9.1pp | 41.46%-32.8pp |
| Employer contribution / active EE | $1,239 | $3,159-60.8% | $2,370-47.7% | $4,869-74.5% |
| Participant deferral / active EE | $3,775 | $4,212-10.4% | $3,550+6.4% | $5,287-28.6% |
| Admin fee / account holder | $6,617 | $8,717-24.1% | $5,586+18.5% | $10,133-34.7% |