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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 | $136,162 | $64,348+111.6% | $90,162+51.0% | $70,131+94.2% |
| Participation rate | 77.5% | 70.4%+7.0pp | 76.9%+0.6pp | 69.5%+7.9pp |
| Annual return | 17.38% | 28.13%-10.7pp | 34.88%-17.5pp | 73.14%-55.8pp |
| Employer contribution / active EE | $1,480 | $2,046-27.6% | $3,318-55.4% | $2,342-36.8% |
| Participant deferral / active EE | $6,917 | $4,389+57.6% | $5,287+30.8% | $3,332+107.6% |
| Admin fee / account holder | $1,468 | $3,944-62.8% | $5,943-75.3% | $4,645-68.4% |