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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 | $117,397 | $101,763+15.4% | $164,866-28.8% | $80,874+45.2% |
| Participation rate | 77.6% | 71.8%+5.8pp | 78.6%-1.0pp | 67.6%+10.0pp |
| Annual return | 15.04% | 16.73%-1.7pp | 69.97%-54.9pp | 35.62%-20.6pp |
| Employer contribution / active EE | $1,177 | $2,954-60.2% | $4,343-72.9% | $2,756-57.3% |
| Participant deferral / active EE | $4,142 | $4,477-7.5% | $6,033-31.3% | $4,297-3.6% |
| Admin fee / account holder | $13,974 | $8,228+69.8% | $12,689+10.1% | $6,935+101.5% |