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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 | $71,101 | $80,985-12.2% | $96,576-26.4% | $75,181-5.4% |
| Participation rate | 94.2% | 71.8%+22.4pp | 76.0%+18.2pp | 67.2%+27.0pp |
| Annual return | 18.52% | 27.05%-8.5pp | 25.87%-7.4pp | 160.69%-142.2pp |
| Employer contribution / active EE | $2,112 | $2,282-7.5% | $2,965-28.8% | $2,671-20.9% |
| Participant deferral / active EE | $5,244 | $3,929+33.5% | $4,851+8.1% | $4,126+27.1% |
| Admin fee / account holder | $9,975 | $6,719+48.5% | $8,253+20.9% | $5,650+76.6% |