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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 | $111,921 | $105,284+6.3% | $150,734-25.7% | $94,015+19.0% |
| Participation rate | 82.1% | 71.7%+10.4pp | 78.4%+3.7pp | 70.8%+11.3pp |
| Annual return | 14.67% | 15.67%-1.0pp | 600.81%-586.1pp | 17.84%-3.2pp |
| Employer contribution / active EE | $1,512 | $3,599-58.0% | $4,918-69.3% | $2,790-45.8% |
| Participant deferral / active EE | $6,047 | $4,274+41.5% | $5,610+7.8% | $4,249+42.3% |
| Admin fee / account holder | $4,298 | $9,839-56.3% | $14,905-71.2% | $8,951-52.0% |