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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 | $122,998 | $79,955+53.8% | $98,461+24.9% | $75,173+63.6% |
| Participation rate | 73.2% | 70.4%+2.8pp | 75.2%-2.0pp | 67.2%+6.0pp |
| Annual return | 13.71% | 19.75%-6.0pp | 21.17%-7.5pp | 160.72%-147.0pp |
| Employer contribution / active EE | $976 | $2,264-56.9% | $3,049-68.0% | $2,671-63.5% |
| Participant deferral / active EE | $1,796 | $3,752-52.1% | $4,738-62.1% | $4,126-56.5% |
| Admin fee / account holder | $3,371 | $6,841-50.7% | $8,961-62.4% | $5,651-40.3% |