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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 | $129,616 | $81,504+59.0% | $102,437+26.5% | $80,959+60.1% |
| Participation rate | 97.1% | 66.9%+30.3pp | 74.5%+22.6pp | 67.7%+29.5pp |
| Annual return | 13.01% | 25.60%-12.6pp | 24.95%-11.9pp | 35.67%-22.7pp |
| Employer contribution / active EE | $1,436 | $3,104-53.7% | $3,871-62.9% | $2,757-47.9% |
| Participant deferral / active EE | $12,771 | $3,871+229.9% | $5,060+152.4% | $4,300+197.0% |
| Admin fee / account holder | $13,446 | $6,719+100.1% | $8,388+60.3% | $6,925+94.2% |