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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 | $100,127 | $86,940+15.2% | $102,434-2.3% | $80,935+23.7% |
| Participation rate | 82.1% | 72.4%+9.7pp | 76.5%+5.6pp | 67.7%+14.4pp |
| Annual return | 10.98% | 18.89%-7.9pp | 29.46%-18.5pp | 35.66%-24.7pp |
| Employer contribution / active EE | $2,581 | $2,370+8.9% | $3,023-14.6% | $2,757-6.4% |
| Participant deferral / active EE | $4,371 | $4,121+6.1% | $5,055-13.5% | $4,299+1.7% |
| Admin fee / account holder | $19,280 | $8,047+139.6% | $9,462+103.8% | $6,924+178.4% |