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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 | $128,375 | $73,787+74.0% | $98,716+30.0% | $82,448+55.7% |
| Participation rate | 95.7% | 61.4%+34.2pp | 69.3%+26.4pp | 68.1%+27.6pp |
| Annual return | 15.41% | 18.57%-3.2pp | 31.81%-16.4pp | 41.64%-26.2pp |
| Employer contribution / active EE | $2,122 | $1,511+40.4% | $2,279-6.8% | $2,551-16.8% |
| Participant deferral / active EE | $6,734 | $3,081+118.5% | $4,048+66.4% | $4,139+62.7% |
| Admin fee / account holder | $2,102 | $6,500-67.7% | $8,703-75.9% | $7,234-70.9% |