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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 | $103,316 | $95,453+8.2% | $112,040-7.8% | $82,448+25.3% |
| Participation rate | 87.0% | 72.8%+14.3pp | 76.5%+10.5pp | 68.1%+18.9pp |
| Annual return | 12.76% | 23.92%-11.2pp | 24.52%-11.8pp | 41.64%-28.9pp |
| Employer contribution / active EE | $3,470 | $2,318+49.7% | $2,954+17.5% | $2,551+36.0% |
| Participant deferral / active EE | $4,994 | $4,224+18.2% | $5,098-2.0% | $4,139+20.7% |
| Admin fee / account holder | $19,563 | $9,013+117.0% | $12,098+61.7% | $7,234+170.4% |