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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 | $106,248 | $86,919+22.2% | $102,457+3.7% | $80,911+31.3% |
| Participation rate | 95.3% | 72.4%+22.9pp | 76.5%+18.8pp | 67.6%+27.6pp |
| Annual return | 14.69% | 18.90%-4.2pp | 29.41%-14.7pp | 35.63%-20.9pp |
| Employer contribution / active EE | $2,595 | $2,368+9.6% | $3,022-14.1% | $2,756-5.8% |
| Participant deferral / active EE | $3,199 | $4,119-22.3% | $5,054-36.7% | $4,297-25.6% |
| Admin fee / account holder | $26,061 | $8,049+223.8% | $9,451+175.7% | $6,935+275.8% |