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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 | $83,172 | $80,992+2.7% | $96,534-13.8% | $75,173+10.6% |
| Participation rate | 98.4% | 71.8%+26.6pp | 76.0%+22.5pp | 67.2%+31.2pp |
| Annual return | 13.54% | 27.05%-13.5pp | 25.88%-12.3pp | 160.72%-147.2pp |
| Employer contribution / active EE | $5,045 | $2,283+121.0% | $2,965+70.1% | $2,671+88.9% |
| Participant deferral / active EE | $3,514 | $3,929-10.6% | $4,851-27.6% | $4,126-14.8% |
| Admin fee / account holder | $37,217 | $6,717+454.1% | $8,253+350.9% | $5,651+558.6% |