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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 | $83,412 | $79,955+4.3% | $98,461-15.3% | $75,173+11.0% |
| Participation rate | 93.9% | 70.4%+23.6pp | 75.2%+18.8pp | 67.2%+26.7pp |
| Annual return | 19.18% | 19.75%-0.6pp | 21.17%-2.0pp | 160.72%-141.5pp |
| Employer contribution / active EE | $2,173 | $2,264-4.0% | $3,049-28.7% | $2,671-18.6% |
| Participant deferral / active EE | $4,498 | $3,752+19.9% | $4,738-5.1% | $4,126+9.0% |
| Admin fee / account holder | $19,291 | $6,841+182.0% | $8,961+115.3% | $5,651+241.4% |