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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 | $98,408 | $80,983+21.5% | $96,544+1.9% | $75,177+30.9% |
| Participation rate | 90.5% | 71.8%+18.7pp | 76.0%+14.5pp | 67.2%+23.3pp |
| Annual return | 13.74% | 27.05%-13.3pp | 25.88%-12.1pp | 160.75%-147.0pp |
| Employer contribution / active EE | $3,717 | $2,282+62.9% | $2,966+25.3% | $2,671+39.2% |
| Participant deferral / active EE | $3,868 | $3,929-1.5% | $4,851-20.3% | $4,126-6.3% |
| Admin fee / account holder | $4,418 | $6,717-34.2% | $8,254-46.5% | $5,651-21.8% |