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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 | $112,017 | $72,486+54.5% | $87,103+28.6% | $72,976+53.5% |
| Participation rate | 80.0% | 72.8%+7.2pp | 76.9%+3.1pp | 69.5%+10.5pp |
| Annual return | 16.03% | 24.46%-8.4pp | 28.19%-12.2pp | 81.02%-65.0pp |
| Employer contribution / active EE | $1,261 | $1,894-33.4% | $2,521-50.0% | $2,440-48.3% |
| Participant deferral / active EE | $2,222 | $3,270-32.0% | $4,049-45.1% | $3,608-38.4% |
| Admin fee / account holder | $5,897 | $5,055+16.7% | $7,491-21.3% | $5,124+15.1% |