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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 | $130,302 | $114,712+13.6% | $173,730-25.0% | $87,485+48.9% |
| Participation rate | 82.6% | 73.0%+9.6pp | 79.6%+3.0pp | 68.9%+13.7pp |
| Annual return | 12.29% | 20.18%-7.9pp | 19.96%-7.7pp | 26.06%-13.8pp |
| Employer contribution / active EE | $909 | $2,904-68.7% | $4,577-80.1% | $2,596-65.0% |
| Participant deferral / active EE | $2,765 | $4,642-40.4% | $6,326-56.3% | $4,274-35.3% |
| Admin fee / account holder | $8,869 | $10,210-13.1% | $17,523-49.4% | $7,775+14.1% |