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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 | $125,472 | $101,798+23.3% | $165,071-24.0% | $80,935+55.0% |
| Participation rate | 76.7% | 71.8%+4.8pp | 78.6%-2.0pp | 67.7%+9.0pp |
| Annual return | 11.26% | 16.73%-5.5pp | 70.17%-58.9pp | 35.66%-24.4pp |
| Employer contribution / active EE | $878 | $2,954-70.3% | $4,347-79.8% | $2,757-68.2% |
| Participant deferral / active EE | $3,136 | $4,476-29.9% | $6,035-48.0% | $4,299-27.1% |
| Admin fee / account holder | $3,451 | $8,221-58.0% | $12,695-72.8% | $6,924-50.2% |