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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 | $92,982 | $79,961+16.3% | $98,462-5.6% | $75,177+23.7% |
| Participation rate | 84.3% | 70.4%+13.9pp | 75.2%+9.1pp | 67.2%+17.1pp |
| Annual return | 19.40% | 19.75%-0.3pp | 21.17%-1.8pp | 160.75%-141.3pp |
| Employer contribution / active EE | $1,717 | $2,264-24.2% | $3,049-43.7% | $2,671-35.7% |
| Participant deferral / active EE | $4,885 | $3,753+30.2% | $4,738+3.1% | $4,126+18.4% |
| Admin fee / account holder | $2,315 | $6,842-66.2% | $8,875-73.9% | $5,651-59.0% |