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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 | $118,108 | $58,627+101.5% | $76,735+53.9% | $82,448+43.3% |
| Participation rate | 71.9% | 63.2%+8.7pp | 69.5%+2.4pp | 68.1%+3.8pp |
| Annual return | 13.54% | 39.10%-25.6pp | 29.77%-16.2pp | 41.64%-28.1pp |
| Employer contribution / active EE | $2,454 | $1,729+41.9% | $2,4540% | $2,551-3.8% |
| Participant deferral / active EE | $4,129 | $3,134+31.8% | $4,088+1.0% | $4,139-0.3% |
| Admin fee / account holder | $1,621 | $5,323-69.5% | $7,189-77.4% | $7,234-77.6% |