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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 | $129,974 | $87,166+49.1% | $76,735+69.4% | $137,256-5.3% |
| Participation rate | 80.0% | 74.4%+5.6pp | 69.5%+10.5pp | 80.0%0pp |
| Annual return | 12.88% | 26.50%-13.6pp | 29.77%-16.9pp | 220.34%-207.5pp |
| Employer contribution / active EE | $2,045 | $2,904-29.6% | $2,454-16.7% | $4,156-50.8% |
| Participant deferral / active EE | $3,725 | $4,726-21.2% | $4,088-8.9% | $6,407-41.9% |
| Admin fee / account holder | $2,309 | $8,403-72.5% | $7,189-67.9% | $12,270-81.2% |