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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 | $128,509 | $80,985+58.7% | $96,576+33.1% | $75,181+70.9% |
| Participation rate | 76.5% | 71.8%+4.7pp | 76.0%+0.5pp | 67.2%+9.3pp |
| Annual return | 18.29% | 27.05%-8.8pp | 25.87%-7.6pp | 160.69%-142.4pp |
| Employer contribution / active EE | $1,887 | $2,282-17.3% | $2,965-36.4% | $2,671-29.4% |
| Participant deferral / active EE | $3,838 | $3,929-2.3% | $4,851-20.9% | $4,126-7.0% |
| Admin fee / account holder | $2,563 | $6,719-61.8% | $8,253-68.9% | $5,650-54.6% |