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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 | $122,612 | $109,359+12.1% | $162,171-24.4% | $72,983+68.0% |
| Participation rate | 97.9% | 84.3%+13.7pp | 87.6%+10.4pp | 69.5%+28.4pp |
| Annual return | 27.60% | 25.46%+2.1pp | 115.60%-88.0pp | 81.01%-53.4pp |
| Employer contribution / active EE | $1,662 | $3,907-57.5% | $5,613-70.4% | $2,440-31.9% |
| Participant deferral / active EE | $4,815 | $5,481-12.2% | $7,297-34.0% | $3,608+33.5% |
| Admin fee / account holder | $2,828 | $7,972-64.5% | $10,843-73.9% | $5,124-44.8% |