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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 | $111,037 | $74,535+49.0% | $100,712+10.3% | $82,637+34.4% |
| Participation rate | 88.3% | 61.2%+27.1pp | 69.3%+19.0pp | 68.1%+20.3pp |
| Annual return | 16.61% | 18.92%-2.3pp | 33.27%-16.7pp | 53.51%-36.9pp |
| Employer contribution / active EE | $1,102 | $1,503-26.6% | $2,313-52.3% | $2,552-56.8% |
| Participant deferral / active EE | $3,989 | $3,074+29.8% | $4,085-2.3% | $4,126-3.3% |
| Admin fee / account holder | $3,658 | $6,576-44.4% | $9,256-60.5% | $7,339-50.2% |