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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 | $142,578 | $118,488+20.3% | $98,462+44.8% | $139,487+2.2% |
| Participation rate | 83.3% | 77.5%+5.9pp | 75.2%+8.2pp | 80.3%+3.0pp |
| Annual return | 12.11% | 18.96%-6.9pp | 21.17%-9.1pp | 373.84%-361.7pp |
| Employer contribution / active EE | $1,776 | $3,611-50.8% | $3,049-41.7% | $4,755-62.6% |
| Participant deferral / active EE | $4,336 | $5,393-19.6% | $4,738-8.5% | $6,713-35.4% |
| Admin fee / account holder | $528 | $13,868-96.2% | $8,875-94.1% | $11,407-95.4% |