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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 | $101,658 | $61,390+65.6% | $112,228-9.4% | $75,177+35.2% |
| Participation rate | 80.0% | 61.6%+18.4pp | 72.4%+7.6pp | 67.2%+12.8pp |
| Annual return | 16.54% | 28.47%-11.9pp | 30.23%-13.7pp | 160.75%-144.2pp |
| Employer contribution / active EE | $4,472 | $2,015+122.0% | $3,432+30.3% | $2,671+67.4% |
| Participant deferral / active EE | $6,958 | $3,108+123.9% | $4,800+45.0% | $4,126+68.6% |
| Admin fee / account holder | $4,418 | $4,862-9.1% | $7,752-43.0% | $5,651-21.8% |