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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 | $111,698 | $88,672+26.0% | $105,223+6.2% | $82,448+35.5% |
| Participation rate | 79.6% | 67.9%+11.7pp | 75.0%+4.5pp | 68.1%+11.5pp |
| Annual return | 17.11% | 30.86%-13.7pp | 180.65%-163.5pp | 41.64%-24.5pp |
| Employer contribution / active EE | $2,044 | $3,048-32.9% | $3,689-44.6% | $2,551-19.9% |
| Participant deferral / active EE | $4,896 | $4,036+21.3% | $5,072-3.5% | $4,139+18.3% |
| Admin fee / account holder | $1,972 | $7,146-72.4% | $8,859-77.7% | $7,234-72.7% |