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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 | $152,779 | $124,425+22.8% | $112,040+36.4% | $137,256+11.3% |
| Participation rate | 94.7% | 79.3%+15.4pp | 76.5%+18.2pp | 80.0%+14.8pp |
| Annual return | 11.23% | 24.72%-13.5pp | 24.52%-13.3pp | 220.34%-209.1pp |
| Employer contribution / active EE | $2,634 | $3,411-22.8% | $2,954-10.8% | $4,156-36.6% |
| Participant deferral / active EE | $1,903 | $5,718-66.7% | $5,098-62.7% | $6,407-70.3% |
| Admin fee / account holder | $1,799 | $15,207-88.2% | $12,098-85.1% | $12,270-85.3% |