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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 | $106,227 | $87,060+22.0% | $105,591+0.6% | $80,911+31.3% |
| Participation rate | 85.2% | 70.4%+14.7pp | 75.3%+9.9pp | 67.6%+17.5pp |
| Annual return | 15.35% | 17.05%-1.7pp | 116.43%-101.1pp | 35.63%-20.3pp |
| Employer contribution / active EE | $2,600 | $2,396+8.5% | $3,166-17.9% | $2,756-5.7% |
| Participant deferral / active EE | $4,736 | $3,986+18.8% | $5,008-5.4% | $4,297+10.2% |
| Admin fee / account holder | $5,091 | $8,442-39.7% | $11,024-53.8% | $6,935-26.6% |