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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 | $128,937 | $81,457+58.3% | $103,378+24.7% | $80,911+59.4% |
| Participation rate | 81.8% | 66.8%+15.0pp | 74.5%+7.3pp | 67.6%+14.2pp |
| Annual return | 11.44% | 25.58%-14.1pp | 24.91%-13.5pp | 35.63%-24.2pp |
| Employer contribution / active EE | $12,787 | $3,107+311.5% | $3,870+230.4% | $2,756+364.0% |
| Participant deferral / active EE | $3,427 | $3,871-11.5% | $5,058-32.2% | $4,297-20.2% |
| Admin fee / account holder | $5,775 | $6,717-14.0% | $8,401-31.3% | $6,935-16.7% |