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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 | $119,252 | $81,504+46.3% | $102,437+16.4% | $80,959+47.3% |
| Participation rate | 87.7% | 66.9%+20.9pp | 74.5%+13.2pp | 67.7%+20.1pp |
| Annual return | 11.07% | 25.60%-14.5pp | 24.95%-13.9pp | 35.67%-24.6pp |
| Employer contribution / active EE | $1,758 | $3,104-43.3% | $3,871-54.6% | $2,757-36.2% |
| Participant deferral / active EE | $5,115 | $3,871+32.2% | $5,060+1.1% | $4,300+19.0% |
| Admin fee / account holder | $16,357 | $6,719+143.4% | $8,388+95.0% | $6,925+136.2% |