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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 | $110,098 | $69,590+58.2% | $136,867-19.6% | $94,015+17.1% |
| Participation rate | 77.5% | 66.3%+11.1pp | 74.5%+2.9pp | 70.8%+6.6pp |
| Annual return | 16.37% | 19.62%-3.3pp | 42.97%-26.6pp | 17.84%-1.5pp |
| Employer contribution / active EE | $1,532 | $2,396-36.1% | $3,547-56.8% | $2,790-45.1% |
| Participant deferral / active EE | $2,746 | $3,437-20.1% | $4,924-44.2% | $4,249-35.4% |
| Admin fee / account holder | $3,547 | $8,912-60.2% | $10,340-65.7% | $8,951-60.4% |