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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 | $121,247 | $87,166+39.1% | $76,735+58.0% | $137,256-11.7% |
| Participation rate | 84.6% | 74.4%+10.3pp | 69.5%+15.1pp | 80.0%+4.7pp |
| Annual return | 17.59% | 26.50%-8.9pp | 29.77%-12.2pp | 220.34%-202.7pp |
| Employer contribution / active EE | $1,490 | $2,904-48.7% | $2,454-39.3% | $4,156-64.2% |
| Participant deferral / active EE | $7,168 | $4,726+51.7% | $4,088+75.4% | $6,407+11.9% |
| Admin fee / account holder | $579 | $8,403-93.1% | $7,189-92.0% | $12,270-95.3% |