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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 | $128,116 | $118,496+8.1% | $98,461+30.1% | $139,466-8.1% |
| Participation rate | 84.2% | 77.5%+6.7pp | 75.2%+9.0pp | 80.3%+3.9pp |
| Annual return | 16.76% | 18.96%-2.2pp | 21.17%-4.4pp | 373.66%-356.9pp |
| Employer contribution / active EE | $1,048 | $3,611-71.0% | $3,049-65.6% | $4,754-78.0% |
| Participant deferral / active EE | $4,745 | $5,393-12.0% | $4,738+0.1% | $6,712-29.3% |
| Admin fee / account holder | $2,349 | $14,056-83.3% | $8,961-73.8% | $11,409-79.4% |