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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 | $121,413 | $101,795+19.3% | $165,100-26.5% | $80,959+50.0% |
| Participation rate | 77.6% | 71.8%+5.7pp | 78.6%-1.1pp | 67.7%+9.9pp |
| Annual return | 13.67% | 16.73%-3.1pp | 70.21%-56.5pp | 35.67%-22.0pp |
| Employer contribution / active EE | $1,943 | $2,954-34.2% | $4,348-55.3% | $2,757-29.5% |
| Participant deferral / active EE | $3,576 | $4,476-20.1% | $6,035-40.7% | $4,300-16.8% |
| Admin fee / account holder | $1,840 | $8,221-77.6% | $12,696-85.5% | $6,925-73.4% |