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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 | $141,070 | $55,713+153.2% | $75,901+85.9% | $72,975+93.3% |
| Participation rate | 75.0% | 61.1%+13.9pp | 69.3%+5.7pp | 69.5%+5.5pp |
| Annual return | 19.86% | 27.60%-7.7pp | 30.76%-10.9pp | 81.01%-61.2pp |
| Employer contribution / active EE | $1,084 | $1,687-35.8% | $2,501-56.7% | $2,440-55.6% |
| Participant deferral / active EE | $2,611 | $2,634-0.9% | $3,603-27.5% | $3,608-27.6% |
| Admin fee / account holder | $2,627 | $3,980-34.0% | $5,420-51.5% | $5,124-48.7% |