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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 | $74,535+90.3% | $100,712+40.8% | $82,637+71.6% |
| Participation rate | 70.7% | 61.2%+9.5pp | 69.3%+1.4pp | 68.1%+2.6pp |
| Annual return | 18.78% | 18.92%-0.1pp | 33.27%-14.5pp | 53.51%-34.7pp |
| Employer contribution / active EE | $1,526 | $1,503+1.6% | $2,313-34.0% | $2,552-40.2% |
| Participant deferral / active EE | $4,131 | $3,074+34.4% | $4,085+1.1% | $4,126+0.1% |
| Admin fee / account holder | $4,490 | $6,576-31.7% | $9,256-51.5% | $7,339-38.8% |