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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 | $118,501 | $71,215+66.4% | $93,696+26.5% | $80,935+46.4% |
| Participation rate | 79.5% | 60.4%+19.1pp | 68.7%+10.8pp | 67.7%+11.9pp |
| Annual return | 14.09% | 11.27%+2.8pp | 133.74%-119.7pp | 35.66%-21.6pp |
| Employer contribution / active EE | $1,034 | $1,565-33.9% | $2,422-57.3% | $2,757-62.5% |
| Participant deferral / active EE | $3,098 | $4,037-23.2% | $4,417-29.8% | $4,299-27.9% |
| Admin fee / account holder | $996 | $6,958-85.7% | $8,287-88.0% | $6,924-85.6% |