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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 | $121,133 | $72,273+67.6% | $101,275+19.6% | $79,856+51.7% |
| Participation rate | 77.8% | 68.5%+9.3pp | 75.8%+2.0pp | 69.6%+8.1pp |
| Annual return | 16.20% | 22.30%-6.1pp | 46.48%-30.3pp | 31.71%-15.5pp |
| Employer contribution / active EE | $2,351 | $2,691-12.7% | $3,660-35.8% | $2,471-4.9% |
| Participant deferral / active EE | $4,416 | $3,282+34.6% | $4,371+1.0% | $3,741+18.1% |
| Admin fee / account holder | $2,499 | $4,401-43.2% | $5,948-58.0% | $5,306-52.9% |