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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 | $105,565 | $93,617+12.8% | $135,982-22.4% | $75,177+40.4% |
| Participation rate | 92.6% | 75.2%+17.4pp | 81.9%+10.7pp | 67.2%+25.4pp |
| Annual return | 18.41% | 30.89%-12.5pp | 68.32%-49.9pp | 160.75%-142.3pp |
| Employer contribution / active EE | $2,502 | $3,538-29.3% | $4,859-48.5% | $2,671-6.3% |
| Participant deferral / active EE | $2,617 | $6,406-59.1% | $7,760-66.3% | $4,126-36.6% |
| Admin fee / account holder | $821 | $6,980-88.2% | $10,767-92.4% | $5,651-85.5% |