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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 | $111,157 | $86,949+27.8% | $102,460+8.5% | $80,959+37.3% |
| Participation rate | 96.7% | 72.4%+24.3pp | 76.5%+20.2pp | 67.7%+29.0pp |
| Annual return | 13.22% | 18.89%-5.7pp | 29.47%-16.2pp | 35.67%-22.4pp |
| Employer contribution / active EE | $1,145 | $2,370-51.7% | $3,025-62.1% | $2,757-58.5% |
| Participant deferral / active EE | $3,514 | $4,121-14.7% | $5,056-30.5% | $4,300-18.3% |
| Admin fee / account holder | $2,332 | $8,048-71.0% | $9,460-75.3% | $6,925-66.3% |