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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 | $105,530 | $58,493+80.4% | $84,023+25.6% | $72,976+44.6% |
| Participation rate | 79.6% | 61.2%+18.3pp | 69.0%+10.6pp | 69.5%+10.1pp |
| Annual return | 25.91% | 28.93%-3.0pp | 71.32%-45.4pp | 81.02%-55.1pp |
| Employer contribution / active EE | $1,569 | $1,163+34.9% | $1,984-20.9% | $2,440-35.7% |
| Participant deferral / active EE | $3,228 | $2,394+34.8% | $3,239-0.3% | $3,608-10.5% |
| Admin fee / account holder | $1,803 | $4,569-60.5% | $6,102-70.4% | $5,124-64.8% |