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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 | $101,795+15.3% | $165,100-28.9% | $80,959+45.0% |
| Participation rate | 77.6% | 71.8%+5.8pp | 78.6%-1.0pp | 67.7%+10.0pp |
| Annual return | 15.04% | 16.73%-1.7pp | 70.21%-55.2pp | 35.67%-20.6pp |
| Employer contribution / active EE | $1,177 | $2,954-60.2% | $4,348-72.9% | $2,757-57.3% |
| Participant deferral / active EE | $4,142 | $4,476-7.5% | $6,035-31.4% | $4,300-3.7% |
| Admin fee / account holder | $13,974 | $8,221+70.0% | $12,696+10.1% | $6,925+101.8% |