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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 | $115,344 | $71,215+62.0% | $93,696+23.1% | $80,935+42.5% |
| Participation rate | 80.6% | 60.4%+20.2pp | 68.7%+11.8pp | 67.7%+12.9pp |
| Annual return | 10.44% | 11.27%-0.8pp | 133.74%-123.3pp | 35.66%-25.2pp |
| Employer contribution / active EE | $1,520 | $1,565-2.9% | $2,422-37.2% | $2,757-44.9% |
| Participant deferral / active EE | $6,102 | $4,037+51.2% | $4,417+38.2% | $4,299+41.9% |
| Admin fee / account holder | $2,211 | $6,958-68.2% | $8,287-73.3% | $6,924-68.1% |