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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 | $120,693 | $90,486+33.4% | $78,676+53.4% | $273,972-55.9% |
| Participation rate | 80.0% | 76.5%+3.5pp | 73.6%+6.4pp | 83.0%-3.0pp |
| Annual return | 7.11% | 75.62%-68.5pp | 62.19%-55.1pp | 41.46%-34.3pp |
| Employer contribution / active EE | $1,822 | $3,175-42.6% | $2,850-36.1% | $4,869-62.6% |
| Participant deferral / active EE | $4,797 | $3,901+23.0% | $3,517+36.4% | $5,287-9.3% |
| Admin fee / account holder | $1,346 | $5,263-74.4% | $4,510-70.2% | $10,133-86.7% |