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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 | $120,900 | $64,359+87.9% | $90,161+34.1% | $70,126+72.4% |
| Participation rate | 81.0% | 70.4%+10.5pp | 76.9%+4.1pp | 69.5%+11.4pp |
| Annual return | 19.29% | 28.13%-8.8pp | 34.89%-15.6pp | 73.15%-53.9pp |
| Employer contribution / active EE | $2,149 | $2,046+5.0% | $3,318-35.2% | $2,343-8.3% |
| Participant deferral / active EE | $7,971 | $4,389+81.6% | $5,287+50.8% | $3,332+139.2% |
| Admin fee / account holder | $8,991 | $3,945+127.9% | $5,943+51.3% | $4,645+93.5% |