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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 | $112,284 | $65,367+71.8% | $92,915+20.8% | $72,976+53.9% |
| Participation rate | 79.7% | 68.3%+11.3pp | 76.0%+3.7pp | 69.5%+10.2pp |
| Annual return | 20.92% | 42.11%-21.2pp | 109.45%-88.5pp | 81.02%-60.1pp |
| Employer contribution / active EE | $2,257 | $2,594-13.0% | $3,653-38.2% | $2,440-7.5% |
| Participant deferral / active EE | $3,479 | $3,128+11.2% | $4,238-17.9% | $3,608-3.6% |
| Admin fee / account holder | $1,811 | $4,251-57.4% | $5,796-68.8% | $5,124-64.7% |