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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 | $101,621 | $76,371+33.1% | $93,621+8.5% | $72,975+39.3% |
| Participation rate | 92.3% | 71.8%+20.6pp | 75.8%+16.5pp | 69.5%+22.8pp |
| Annual return | 23.16% | 25.82%-2.7pp | 32.76%-9.6pp | 81.01%-57.9pp |
| Employer contribution / active EE | $1,408 | $2,276-38.1% | $2,719-48.2% | $2,440-42.3% |
| Participant deferral / active EE | $7,084 | $3,538+100.2% | $4,070+74.1% | $3,608+96.4% |
| Admin fee / account holder | $2,692 | $6,839-60.6% | $7,890-65.9% | $5,124-47.5% |