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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 | $108,634 | $80,992+34.1% | $96,534+12.5% | $75,173+44.5% |
| Participation rate | 90.0% | 71.8%+18.2pp | 76.0%+14.0pp | 67.2%+22.8pp |
| Annual return | 18.99% | 27.05%-8.1pp | 25.88%-6.9pp | 160.72%-141.7pp |
| Employer contribution / active EE | $842 | $2,283-63.1% | $2,965-71.6% | $2,671-68.5% |
| Participant deferral / active EE | $2,387 | $3,929-39.2% | $4,851-50.8% | $4,126-42.1% |
| Admin fee / account holder | $2,096 | $6,717-68.8% | $8,253-74.6% | $5,651-62.9% |