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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 | $93,693 | $80,992+15.7% | $96,534-2.9% | $75,173+24.6% |
| Participation rate | 86.7% | 71.8%+14.9pp | 76.0%+10.7pp | 67.2%+19.5pp |
| Annual return | 17.06% | 27.05%-10.0pp | 25.88%-8.8pp | 160.72%-143.7pp |
| Employer contribution / active EE | $2,336 | $2,283+2.3% | $2,965-21.2% | $2,671-12.5% |
| Participant deferral / active EE | $4,723 | $3,929+20.2% | $4,851-2.6% | $4,126+14.5% |
| Admin fee / account holder | $1,859 | $6,717-72.3% | $8,253-77.5% | $5,651-67.1% |