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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 | $100,193 | $91,198+9.9% | $178,503-43.9% | $79,856+25.5% |
| Participation rate | 84.0% | 69.2%+14.8pp | 81.9%+2.1pp | 69.6%+14.4pp |
| Annual return | 13.72% | 24.20%-10.5pp | 151.12%-137.4pp | 31.71%-18.0pp |
| Employer contribution / active EE | $2,987 | $3,257-8.3% | $5,011-40.4% | $2,471+20.9% |
| Participant deferral / active EE | $3,220 | $3,237-0.5% | $5,202-38.1% | $3,741-13.9% |
| Admin fee / account holder | $3,163 | $6,748-53.1% | $13,987-77.4% | $5,306-40.4% |