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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 | $127,058 | $43,075+195.0% | $74,577+70.4% | $62,881+102.1% |
| Participation rate | 85.2% | 58.1%+27.1pp | 68.1%+17.1pp | 69.3%+15.9pp |
| Annual return | 6.68% | 17.50%-10.8pp | 20.47%-13.8pp | 20.14%-13.5pp |
| Employer contribution / active EE | $1,102 | $1,498-26.4% | $2,525-56.4% | $2,281-51.7% |
| Participant deferral / active EE | $3,215 | $2,389+34.6% | $3,458-7.0% | $3,203+0.4% |
| Admin fee / account holder | $2,798 | $2,840-1.5% | $4,138-32.4% | $4,296-34.9% |