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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 | $97,517 | $80,983+20.4% | $96,544+1.0% | $75,177+29.7% |
| Participation rate | 87.0% | 71.8%+15.2pp | 76.0%+11.0pp | 67.2%+19.8pp |
| Annual return | 18.39% | 27.05%-8.7pp | 25.88%-7.5pp | 160.75%-142.4pp |
| Employer contribution / active EE | $1,993 | $2,282-12.7% | $2,966-32.8% | $2,671-25.4% |
| Participant deferral / active EE | $6,365 | $3,929+62.0% | $4,851+31.2% | $4,126+54.3% |
| Admin fee / account holder | $19,295 | $6,717+187.3% | $8,254+133.7% | $5,651+241.4% |