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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 | $96,568 | $86,288+11.9% | $111,306-13.2% | $85,851+12.5% |
| Participation rate | 79.4% | 73.3%+6.1pp | 77.3%+2.1pp | 69.3%+10.1pp |
| Annual return | 28.59% | 19.99%+8.6pp | 54.67%-26.1pp | 318.63%-290.0pp |
| Employer contribution / active EE | $1,103 | $2,044-46.0% | $2,732-59.6% | $2,565-57.0% |
| Participant deferral / active EE | $3,713 | $3,641+2.0% | $4,488-17.3% | $3,952-6.1% |
| Admin fee / account holder | $6,332 | $8,189-22.7% | $7,966-20.5% | $6,261+1.1% |