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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 | $121,428 | $95,453+27.2% | $112,040+8.4% | $82,448+47.3% |
| Participation rate | 83.8% | 72.8%+11.0pp | 76.5%+7.3pp | 68.1%+15.7pp |
| Annual return | 12.57% | 23.92%-11.3pp | 24.52%-11.9pp | 41.64%-29.1pp |
| Employer contribution / active EE | $2,945 | $2,318+27.0% | $2,954-0.3% | $2,551+15.4% |
| Participant deferral / active EE | $3,850 | $4,224-8.8% | $5,098-24.5% | $4,139-7.0% |
| Admin fee / account holder | $18,815 | $9,013+108.7% | $12,098+55.5% | $7,234+160.1% |