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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 | $131,477 | $114,712+14.6% | $173,730-24.3% | $87,485+50.3% |
| Participation rate | 81.7% | 73.0%+8.7pp | 79.6%+2.1pp | 68.9%+12.8pp |
| Annual return | 14.31% | 20.18%-5.9pp | 19.96%-5.6pp | 26.06%-11.8pp |
| Employer contribution / active EE | $1,014 | $2,904-65.1% | $4,577-77.8% | $2,596-60.9% |
| Participant deferral / active EE | $4,844 | $4,642+4.4% | $6,326-23.4% | $4,274+13.3% |
| Admin fee / account holder | $8,317 | $10,210-18.5% | $17,523-52.5% | $7,775+7.0% |