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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 | $128,161 | $71,197+80.0% | $93,669+36.8% | $80,925+58.4% |
| Participation rate | 71.9% | 60.4%+11.5pp | 68.7%+3.1pp | 67.7%+4.2pp |
| Annual return | 12.96% | 11.27%+1.7pp | 133.59%-120.6pp | 35.65%-22.7pp |
| Employer contribution / active EE | $853 | $1,565-45.5% | $2,424-64.8% | $2,756-69.0% |
| Participant deferral / active EE | $3,136 | $4,036-22.3% | $4,416-29.0% | $4,299-27.0% |
| Admin fee / account holder | $6,186 | $6,959-11.1% | $8,291-25.4% | $6,940-10.9% |