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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 | $59,440+98.7% | $78,004+51.4% | $82,637+42.9% |
| Participation rate | 71.9% | 62.8%+9.1pp | 69.4%+2.4pp | 68.1%+3.8pp |
| Annual return | 13.54% | 40.24%-26.7pp | 31.07%-17.5pp | 53.51%-40.0pp |
| Employer contribution / active EE | $2,454 | $1,750+40.2% | $2,469-0.6% | $2,552-3.8% |
| Participant deferral / active EE | $4,129 | $3,138+31.5% | $4,092+0.9% | $4,126+0.1% |
| Admin fee / account holder | $1,621 | $5,504-70.5% | $7,578-78.6% | $7,339-77.9% |