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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 | $111,968 | $75,541+48.2% | $152,093-26.4% | $82,637+35.5% |
| Participation rate | 86.2% | 66.5%+19.7pp | 77.8%+8.4pp | 68.1%+18.2pp |
| Annual return | 13.44% | 32.56%-19.1pp | 66.36%-52.9pp | 53.51%-40.1pp |
| Employer contribution / active EE | $2,424 | $2,622-7.5% | $4,175-41.9% | $2,552-5.0% |
| Participant deferral / active EE | $2,621 | $3,206-18.2% | $5,451-51.9% | $4,126-36.5% |
| Admin fee / account holder | $3,715 | $6,405-42.0% | $14,497-74.4% | $7,339-49.4% |