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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 | $120,524 | $76,834+56.9% | $108,359+11.2% | $87,485+37.8% |
| Participation rate | 82.8% | 61.7%+21.0pp | 70.1%+12.6pp | 68.9%+13.8pp |
| Annual return | 15.89% | 19.09%-3.2pp | 36.89%-21.0pp | 26.06%-10.2pp |
| Employer contribution / active EE | $1,395 | $1,556-10.3% | $2,399-41.8% | $2,596-46.3% |
| Participant deferral / active EE | $4,320 | $3,100+39.3% | $4,137+4.4% | $4,274+1.1% |
| Admin fee / account holder | $2,819 | $6,537-56.9% | $9,741-71.1% | $7,775-63.7% |