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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 | $102,180 | $79,961+27.8% | $98,462+3.8% | $75,177+35.9% |
| Participation rate | 85.7% | 70.4%+15.3pp | 75.2%+10.5pp | 67.2%+18.5pp |
| Annual return | 13.67% | 19.75%-6.1pp | 21.17%-7.5pp | 160.75%-147.1pp |
| Employer contribution / active EE | $2,063 | $2,264-8.9% | $3,049-32.3% | $2,671-22.8% |
| Participant deferral / active EE | $2,534 | $3,753-32.5% | $4,738-46.5% | $4,126-38.6% |
| Admin fee / account holder | $1,238 | $6,842-81.9% | $8,875-86.0% | $5,651-78.1% |