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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 | $112,927 | $60,349+87.1% | $74,184+52.2% | $62,881+79.6% |
| Participation rate | 78.7% | 72.7%+6.0pp | 76.6%+2.1pp | 69.3%+9.4pp |
| Annual return | 8.93% | 21.38%-12.4pp | 17.74%-8.8pp | 20.14%-11.2pp |
| Employer contribution / active EE | $991 | $1,680-41.0% | $2,370-58.2% | $2,281-56.6% |
| Participant deferral / active EE | $4,477 | $2,856+56.7% | $3,550+26.1% | $3,203+39.8% |
| Admin fee / account holder | $3,336 | $4,261-21.7% | $5,586-40.3% | $4,296-22.4% |