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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 | $142,716 | $72,486+96.9% | $87,103+63.8% | $72,976+95.6% |
| Participation rate | 92.0% | 72.8%+19.2pp | 76.9%+15.1pp | 69.5%+22.5pp |
| Annual return | 21.75% | 24.46%-2.7pp | 28.19%-6.4pp | 81.02%-59.3pp |
| Employer contribution / active EE | $0 | $1,894-100.0% | $2,521-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $3,490 | $3,270+6.7% | $4,049-13.8% | $3,608-3.3% |
| Admin fee / account holder | $1,242 | $5,055-75.4% | $7,491-83.4% | $5,124-75.8% |