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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 | $124,802 | $69,977+78.3% | $108,582+14.9% | $62,881+98.5% |
| Participation rate | 92.9% | 72.9%+20.0pp | 79.6%+13.3pp | 69.3%+23.6pp |
| Annual return | 5.80% | 10.73%-4.9pp | -51.70%+57.5pp | 20.14%-14.3pp |
| Employer contribution / active EE | $1,590 | $2,135-25.5% | $3,758-57.7% | $2,281-30.3% |
| Participant deferral / active EE | $3,533 | $3,165+11.6% | $4,311-18.1% | $3,203+10.3% |
| Admin fee / account holder | $4,364 | $5,076-14.0% | $7,645-42.9% | $4,296+1.6% |