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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 | $112,701 | $61,605+82.9% | $112,273+0.4% | $75,181+49.9% |
| Participation rate | 74.1% | 61.7%+12.4pp | 72.4%+1.7pp | 67.2%+6.9pp |
| Annual return | 13.90% | 28.47%-14.6pp | 30.23%-16.3pp | 160.69%-146.8pp |
| Employer contribution / active EE | $1,366 | $2,015-32.2% | $3,431-60.2% | $2,671-48.8% |
| Participant deferral / active EE | $3,778 | $3,108+21.6% | $4,800-21.3% | $4,126-8.4% |
| Admin fee / account holder | $1,919 | $4,862-60.5% | $7,752-75.2% | $5,650-66.0% |