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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 | $132,223 | $78,670+68.1% | $109,173+21.1% | $85,847+54.0% |
| Participation rate | 77.4% | 68.3%+9.1pp | 75.9%+1.5pp | 69.3%+8.1pp |
| Annual return | 11.93% | 25.09%-13.2pp | 25.75%-13.8pp | 318.61%-306.7pp |
| Employer contribution / active EE | $2,062 | $2,734-24.6% | $3,723-44.6% | $2,565-19.6% |
| Participant deferral / active EE | $3,905 | $3,467+12.6% | $4,654-16.1% | $3,952-1.2% |
| Admin fee / account holder | $3,237 | $5,469-40.8% | $6,755-52.1% | $6,261-48.3% |