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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 | $57,073+94.7% | $85,126+30.5% | $80,925+37.3% |
| Participation rate | 72.6% | 56.4%+16.2pp | 67.5%+5.1pp | 67.7%+4.9pp |
| Annual return | 11.20% | 21.69%-10.5pp | 66.63%-55.4pp | 35.65%-24.5pp |
| Employer contribution / active EE | $2,060 | $1,801+14.4% | $2,731-24.6% | $2,756-25.2% |
| Participant deferral / active EE | $4,359 | $3,113+40.0% | $4,523-3.6% | $4,299+1.4% |
| Admin fee / account holder | $1,072 | $4,988-78.5% | $6,160-82.6% | $6,940-84.6% |