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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 | $108,002 | $71,215+51.7% | $93,696+15.3% | $80,935+33.4% |
| Participation rate | 82.9% | 60.4%+22.5pp | 68.7%+14.1pp | 67.7%+15.2pp |
| Annual return | 14.28% | 11.27%+3.0pp | 133.74%-119.5pp | 35.66%-21.4pp |
| Employer contribution / active EE | $1,248 | $1,565-20.2% | $2,422-48.5% | $2,757-54.7% |
| Participant deferral / active EE | $4,461 | $4,037+10.5% | $4,417+1.0% | $4,299+3.8% |
| Admin fee / account holder | $14,794 | $6,958+112.6% | $8,287+78.5% | $6,924+113.7% |