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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 | $100,324 | $86,940+15.4% | $102,434-2.1% | $80,935+24.0% |
| Participation rate | 93.8% | 72.4%+21.4pp | 76.5%+17.2pp | 67.7%+26.1pp |
| Annual return | 14.94% | 18.89%-3.9pp | 29.46%-14.5pp | 35.66%-20.7pp |
| Employer contribution / active EE | $5,281 | $2,370+122.9% | $3,023+74.7% | $2,757+91.6% |
| Participant deferral / active EE | $2,702 | $4,121-34.4% | $5,055-46.6% | $4,299-37.2% |
| Admin fee / account holder | $3,854 | $8,047-52.1% | $9,462-59.3% | $6,924-44.3% |