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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 | $141,821 | $76,834+84.6% | $108,359+30.9% | $87,485+62.1% |
| Participation rate | 70.7% | 61.7%+9.0pp | 70.1%+0.6pp | 68.9%+1.8pp |
| Annual return | 18.78% | 19.09%-0.3pp | 36.89%-18.1pp | 26.06%-7.3pp |
| Employer contribution / active EE | $1,526 | $1,556-1.9% | $2,399-36.4% | $2,596-41.2% |
| Participant deferral / active EE | $4,131 | $3,100+33.3% | $4,137-0.1% | $4,274-3.3% |
| Admin fee / account holder | $4,490 | $6,537-31.3% | $9,741-53.9% | $7,775-42.3% |