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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 | $73,787+63.3% | $98,716+22.1% | $82,448+46.2% |
| Participation rate | 82.8% | 61.4%+21.4pp | 69.3%+13.5pp | 68.1%+14.7pp |
| Annual return | 15.89% | 18.57%-2.7pp | 31.81%-15.9pp | 41.64%-25.7pp |
| Employer contribution / active EE | $1,395 | $1,511-7.7% | $2,279-38.8% | $2,551-45.3% |
| Participant deferral / active EE | $4,320 | $3,081+40.2% | $4,048+6.7% | $4,139+4.4% |
| Admin fee / account holder | $2,819 | $6,500-56.6% | $8,703-67.6% | $7,234-61.0% |