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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 | $104,510 | $72,486+44.2% | $87,103+20.0% | $72,976+43.2% |
| Participation rate | 95.0% | 72.8%+22.2pp | 76.9%+18.1pp | 69.5%+25.5pp |
| Annual return | 21.99% | 24.46%-2.5pp | 28.19%-6.2pp | 81.02%-59.0pp |
| Employer contribution / active EE | $2,901 | $1,894+53.2% | $2,521+15.1% | $2,440+18.9% |
| Participant deferral / active EE | $5,239 | $3,270+60.2% | $4,049+29.4% | $3,608+45.2% |
| Admin fee / account holder | $12,536 | $5,055+148.0% | $7,491+67.3% | $5,124+144.6% |