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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 | $136,949 | $71,230+92.3% | $93,727+46.1% | $80,959+69.2% |
| Participation rate | 96.4% | 60.4%+36.0pp | 68.7%+27.7pp | 67.7%+28.8pp |
| Annual return | 12.81% | 11.26%+1.6pp | 133.83%-121.0pp | 35.67%-22.9pp |
| Employer contribution / active EE | $1,556 | $1,565-0.6% | $2,421-35.7% | $2,757-43.6% |
| Participant deferral / active EE | $2,756 | $4,037-31.7% | $4,417-37.6% | $4,300-35.9% |
| Admin fee / account holder | $3,946 | $6,961-43.3% | $8,292-52.4% | $6,925-43.0% |