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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 | $116,120 | $80,983+43.4% | $96,544+20.3% | $75,177+54.5% |
| Participation rate | 92.1% | 71.8%+20.3pp | 76.0%+16.1pp | 67.2%+24.9pp |
| Annual return | 14.03% | 27.05%-13.0pp | 25.88%-11.9pp | 160.75%-146.7pp |
| Employer contribution / active EE | $992 | $2,282-56.6% | $2,966-66.6% | $2,671-62.9% |
| Participant deferral / active EE | $5,550 | $3,929+41.3% | $4,851+14.4% | $4,126+34.5% |
| Admin fee / account holder | $2,006 | $6,717-70.1% | $8,254-75.7% | $5,651-64.5% |