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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 | $129,174 | $81,358+58.8% | $155,556-17.0% | $80,959+59.6% |
| Participation rate | 76.0% | 66.3%+9.7pp | 78.2%-2.2pp | 67.7%+8.3pp |
| Annual return | 11.01% | 33.39%-22.4pp | 64.84%-53.8pp | 35.67%-24.7pp |
| Employer contribution / active EE | $1,256 | $3,106-59.6% | $4,675-73.1% | $2,757-54.4% |
| Participant deferral / active EE | $5,843 | $3,455+69.1% | $5,631+3.8% | $4,300+35.9% |
| Admin fee / account holder | $11,138 | $7,994+39.3% | $15,885-29.9% | $6,925+60.8% |