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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 | $128,277 | $80,992+58.4% | $96,534+32.9% | $75,173+70.6% |
| Participation rate | 88.5% | 71.8%+16.7pp | 76.0%+12.5pp | 67.2%+21.3pp |
| Annual return | 13.62% | 27.05%-13.4pp | 25.88%-12.3pp | 160.72%-147.1pp |
| Employer contribution / active EE | $1,540 | $2,283-32.5% | $2,965-48.1% | $2,671-42.3% |
| Participant deferral / active EE | $5,581 | $3,929+42.0% | $4,851+15.1% | $4,126+35.3% |
| Admin fee / account holder | $1,825 | $6,717-72.8% | $8,253-77.9% | $5,651-67.7% |