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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 | $104,419 | $80,992+28.9% | $96,534+8.2% | $75,173+38.9% |
| Participation rate | 93.2% | 71.8%+21.4pp | 76.0%+17.2pp | 67.2%+26.0pp |
| Annual return | 19.26% | 27.05%-7.8pp | 25.88%-6.6pp | 160.72%-141.5pp |
| Employer contribution / active EE | $2,292 | $2,283+0.4% | $2,965-22.7% | $2,671-14.2% |
| Participant deferral / active EE | $6,478 | $3,929+64.9% | $4,851+33.5% | $4,126+57.0% |
| Admin fee / account holder | $19,661 | $6,717+192.7% | $8,253+138.2% | $5,651+248.0% |