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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 | $126,896 | $86,949+45.9% | $102,460+23.9% | $80,959+56.7% |
| Participation rate | 72.4% | 72.4%0pp | 76.5%-4.1pp | 67.7%+4.7pp |
| Annual return | 11.01% | 18.89%-7.9pp | 29.47%-18.5pp | 35.67%-24.7pp |
| Employer contribution / active EE | $1,998 | $2,370-15.7% | $3,025-33.9% | $2,757-27.5% |
| Participant deferral / active EE | $6,362 | $4,121+54.4% | $5,056+25.8% | $4,300+47.9% |
| Admin fee / account holder | $11,567 | $8,048+43.7% | $9,460+22.3% | $6,925+67.0% |