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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 | $123,993 | $67,602+83.4% | $82,312+50.6% | $70,126+76.8% |
| Participation rate | 80.0% | 72.8%+7.2pp | 76.9%+3.1pp | 69.5%+10.5pp |
| Annual return | 12.54% | 21.57%-9.0pp | 25.88%-13.3pp | 73.15%-60.6pp |
| Employer contribution / active EE | $1,008 | $1,755-42.6% | $2,428-58.5% | $2,343-57.0% |
| Participant deferral / active EE | $4,159 | $2,987+39.2% | $3,706+12.2% | $3,332+24.8% |
| Admin fee / account holder | $12,839 | $4,512+184.6% | $5,608+129.0% | $4,645+176.4% |