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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 | $106,624 | $77,677+37.3% | $109,188-2.3% | $79,389+34.3% |
| Participation rate | 94.1% | 67.8%+26.3pp | 75.9%+18.2pp | 70.7%+23.3pp |
| Annual return | 16.27% | 23.44%-7.2pp | 25.76%-9.5pp | 116.89%-100.6pp |
| Employer contribution / active EE | $3,362 | $2,798+20.1% | $3,723-9.7% | $2,428+38.5% |
| Participant deferral / active EE | $5,370 | $3,517+52.7% | $4,654+15.4% | $4,046+32.7% |
| Admin fee / account holder | $5,030 | $732+586.7% | $6,755-25.5% | $626+703.0% |