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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 | $113,880 | $67,602+68.5% | $82,312+38.4% | $70,126+62.4% |
| Participation rate | 82.9% | 72.8%+10.1pp | 76.9%+6.0pp | 69.5%+13.3pp |
| Annual return | 12.66% | 21.57%-8.9pp | 25.88%-13.2pp | 73.15%-60.5pp |
| Employer contribution / active EE | $2,058 | $1,755+17.2% | $2,428-15.3% | $2,343-12.2% |
| Participant deferral / active EE | $2,815 | $2,987-5.7% | $3,706-24.0% | $3,332-15.5% |
| Admin fee / account holder | $2,418 | $4,512-46.4% | $5,608-56.9% | $4,645-47.9% |