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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 | $111,841 | $67,606+65.4% | $82,313+35.9% | $70,124+59.5% |
| Participation rate | 85.7% | 72.8%+12.9pp | 76.9%+8.8pp | 69.5%+16.2pp |
| Annual return | 17.14% | 21.57%-4.4pp | 25.88%-8.7pp | 73.14%-56.0pp |
| Employer contribution / active EE | $1,926 | $1,755+9.8% | $2,428-20.7% | $2,342-17.8% |
| Participant deferral / active EE | $4,279 | $2,987+43.2% | $3,706+15.5% | $3,332+28.4% |
| Admin fee / account holder | $15,431 | $4,512+242.0% | $5,608+175.2% | $4,645+232.2% |