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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 | $128,705 | $71,208+80.7% | $93,681+37.4% | $80,911+59.1% |
| Participation rate | 90.9% | 60.4%+30.5pp | 68.7%+22.2pp | 67.6%+23.3pp |
| Annual return | 13.45% | 11.27%+2.2pp | 133.47%-120.0pp | 35.63%-22.2pp |
| Employer contribution / active EE | $2,411 | $1,564+54.1% | $2,422-0.5% | $2,756-12.5% |
| Participant deferral / active EE | $1,661 | $4,035-58.8% | $4,415-62.4% | $4,297-61.4% |
| Admin fee / account holder | $6,734 | $6,951-3.1% | $8,290-18.8% | $6,935-2.9% |