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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 | $100,058 | $72,492+38.0% | $87,104+14.9% | $72,975+37.1% |
| Participation rate | 76.0% | 72.8%+3.2pp | 76.9%-0.9pp | 69.5%+6.5pp |
| Annual return | 22.08% | 24.46%-2.4pp | 28.19%-6.1pp | 81.01%-58.9pp |
| Employer contribution / active EE | $2,090 | $1,894+10.4% | $2,521-17.1% | $2,440-14.3% |
| Participant deferral / active EE | $3,879 | $3,270+18.6% | $4,048-4.2% | $3,608+7.5% |
| Admin fee / account holder | $3,007 | $5,055-40.5% | $7,491-59.9% | $5,124-41.3% |