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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 | $100,045 | $80,985+23.5% | $96,576+3.6% | $75,181+33.1% |
| Participation rate | 84.4% | 71.8%+12.6pp | 76.0%+8.4pp | 67.2%+17.2pp |
| Annual return | 16.92% | 27.05%-10.1pp | 25.87%-9.0pp | 160.69%-143.8pp |
| Employer contribution / active EE | $2,929 | $2,282+28.3% | $2,965-1.2% | $2,671+9.7% |
| Participant deferral / active EE | $7,501 | $3,929+90.9% | $4,851+54.6% | $4,126+81.8% |
| Admin fee / account holder | $1,574 | $6,719-76.6% | $8,253-80.9% | $5,650-72.1% |