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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 | $111,437 | $88,672+25.7% | $105,223+5.9% | $82,448+35.2% |
| Participation rate | 88.2% | 67.9%+20.3pp | 75.0%+13.2pp | 68.1%+20.2pp |
| Annual return | 13.26% | 30.86%-17.6pp | 180.65%-167.4pp | 41.64%-28.4pp |
| Employer contribution / active EE | $2,144 | $3,048-29.6% | $3,689-41.9% | $2,551-15.9% |
| Participant deferral / active EE | $5,123 | $4,036+26.9% | $5,072+1.0% | $4,139+23.8% |
| Admin fee / account holder | $5,505 | $7,146-23.0% | $8,859-37.9% | $7,234-23.9% |