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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 | $102,308 | $87,060+17.5% | $105,591-3.1% | $80,911+26.4% |
| Participation rate | 72.1% | 70.4%+1.6pp | 75.3%-3.2pp | 67.6%+4.4pp |
| Annual return | 11.96% | 17.05%-5.1pp | 116.43%-104.5pp | 35.63%-23.7pp |
| Employer contribution / active EE | $1,352 | $2,396-43.6% | $3,166-57.3% | $2,756-50.9% |
| Participant deferral / active EE | $5,053 | $3,986+26.8% | $5,008+0.9% | $4,297+17.6% |
| Admin fee / account holder | $26,654 | $8,442+215.7% | $11,024+141.8% | $6,935+284.4% |