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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 | $111,114 | $57,119+94.5% | $85,187+30.4% | $80,935+37.3% |
| Participation rate | 72.6% | 56.4%+16.2pp | 67.5%+5.1pp | 67.7%+4.9pp |
| Annual return | 11.20% | 21.70%-10.5pp | 66.67%-55.5pp | 35.66%-24.5pp |
| Employer contribution / active EE | $2,060 | $1,802+14.4% | $2,732-24.6% | $2,757-25.3% |
| Participant deferral / active EE | $4,359 | $3,115+40.0% | $4,525-3.7% | $4,299+1.4% |
| Admin fee / account holder | $1,072 | $4,990-78.5% | $6,162-82.6% | $6,924-84.5% |