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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 | $118,334 | $80,983+46.1% | $96,544+22.6% | $75,177+57.4% |
| Participation rate | 77.3% | 71.8%+5.5pp | 76.0%+1.3pp | 67.2%+10.1pp |
| Annual return | 13.32% | 27.05%-13.7pp | 25.88%-12.6pp | 160.75%-147.4pp |
| Employer contribution / active EE | $1,556 | $2,282-31.8% | $2,966-47.6% | $2,671-41.8% |
| Participant deferral / active EE | $5,068 | $3,929+29.0% | $4,851+4.5% | $4,126+22.8% |
| Admin fee / account holder | $3,224 | $6,717-52.0% | $8,254-60.9% | $5,651-42.9% |