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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 | $71,215+80.0% | $93,696+36.8% | $80,935+58.3% |
| Participation rate | 71.9% | 60.4%+11.5pp | 68.7%+3.2pp | 67.7%+4.2pp |
| Annual return | 12.96% | 11.27%+1.7pp | 133.74%-120.8pp | 35.66%-22.7pp |
| Employer contribution / active EE | $853 | $1,565-45.5% | $2,422-64.8% | $2,757-69.1% |
| Participant deferral / active EE | $3,136 | $4,037-22.3% | $4,417-29.0% | $4,299-27.1% |
| Admin fee / account holder | $6,186 | $6,958-11.1% | $8,287-25.3% | $6,924-10.7% |