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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 | $91,606 | $72,273+26.8% | $101,275-9.5% | $79,856+14.7% |
| Participation rate | 94.1% | 68.5%+25.7pp | 75.8%+18.3pp | 69.6%+24.5pp |
| Annual return | 16.87% | 22.30%-5.4pp | 46.48%-29.6pp | 31.71%-14.8pp |
| Employer contribution / active EE | $2,530 | $2,691-6.0% | $3,660-30.9% | $2,471+2.4% |
| Participant deferral / active EE | $5,441 | $3,282+65.8% | $4,371+24.5% | $3,741+45.5% |
| Admin fee / account holder | $12,151 | $4,401+176.1% | $5,948+104.3% | $5,306+129.0% |