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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 | $101,622 | $68,586+48.2% | $120,380-15.6% | $80,911+25.6% |
| Participation rate | 84.0% | 61.6%+22.4pp | 71.9%+12.1pp | 67.6%+16.4pp |
| Annual return | 14.19% | 23.62%-9.4pp | 107.28%-93.1pp | 35.63%-21.4pp |
| Employer contribution / active EE | $2,096 | $2,053+2.1% | $3,465-39.5% | $2,756-24.0% |
| Participant deferral / active EE | $3,440 | $3,174+8.4% | $4,992-31.1% | $4,297-20.0% |
| Admin fee / account holder | $604 | $5,733-89.5% | $9,421-93.6% | $6,935-91.3% |