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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 | $88,996+36.2% | $78,004+55.4% | $138,895-12.7% |
| Participation rate | 84.6% | 74.4%+10.3pp | 69.4%+15.2pp | 79.9%+4.7pp |
| Annual return | 17.59% | 28.03%-10.4pp | 31.07%-13.5pp | 145.39%-127.8pp |
| Employer contribution / active EE | $1,490 | $2,917-48.9% | $2,469-39.7% | $4,194-64.5% |
| Participant deferral / active EE | $7,168 | $4,724+51.7% | $4,092+75.2% | $6,396+12.1% |
| Admin fee / account holder | $579 | $8,807-93.4% | $7,578-92.4% | $12,562-95.4% |