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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 | $104,673 | $73,978+41.5% | $96,515+8.5% | $75,173+39.2% |
| Participation rate | 86.4% | 66.4%+20.0pp | 74.3%+12.1pp | 67.2%+19.2pp |
| Annual return | 15.25% | 26.72%-11.5pp | 35.73%-20.5pp | 160.72%-145.5pp |
| Employer contribution / active EE | $1,581 | $2,931-46.0% | $3,740-57.7% | $2,671-40.8% |
| Participant deferral / active EE | $4,623 | $3,660+26.3% | $4,880-5.3% | $4,126+12.0% |
| Admin fee / account holder | $11,542 | $5,219+121.2% | $6,735+71.4% | $5,651+104.3% |