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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 | $112,281 | $72,492+54.9% | $87,104+28.9% | $72,975+53.9% |
| Participation rate | 72.3% | 72.8%-0.5pp | 76.9%-4.6pp | 69.5%+2.8pp |
| Annual return | 21.69% | 24.46%-2.8pp | 28.19%-6.5pp | 81.01%-59.3pp |
| Employer contribution / active EE | $1,265 | $1,894-33.2% | $2,521-49.8% | $2,440-48.2% |
| Participant deferral / active EE | $5,023 | $3,270+53.6% | $4,048+24.1% | $3,608+39.2% |
| Admin fee / account holder | $14,072 | $5,055+178.4% | $7,491+87.9% | $5,124+174.6% |