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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 | $105,083 | $80,983+29.8% | $96,544+8.8% | $75,177+39.8% |
| Participation rate | 78.0% | 71.8%+6.3pp | 76.0%+2.1pp | 67.2%+10.8pp |
| Annual return | 13.80% | 27.05%-13.3pp | 25.88%-12.1pp | 160.75%-147.0pp |
| Employer contribution / active EE | $1,612 | $2,282-29.4% | $2,966-45.6% | $2,671-39.6% |
| Participant deferral / active EE | $6,140 | $3,929+56.3% | $4,851+26.6% | $4,126+48.8% |
| Admin fee / account holder | $20,655 | $6,717+207.5% | $8,254+150.2% | $5,651+265.5% |