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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 | $105,285 | $80,992+30.0% | $96,534+9.1% | $75,173+40.1% |
| Participation rate | 85.0% | 71.8%+13.2pp | 76.0%+9.0pp | 67.2%+17.8pp |
| Annual return | 20.03% | 27.05%-7.0pp | 25.88%-5.8pp | 160.72%-140.7pp |
| Employer contribution / active EE | $1,612 | $2,283-29.4% | $2,965-45.6% | $2,671-39.6% |
| Participant deferral / active EE | $8,720 | $3,929+121.9% | $4,851+79.8% | $4,126+111.3% |
| Admin fee / account holder | $8,947 | $6,717+33.2% | $8,253+8.4% | $5,651+58.3% |