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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 | $101,177 | $58,851+71.9% | $115,170-12.1% | $72,975+38.6% |
| Participation rate | 70.6% | 65.5%+5.0pp | 75.9%-5.3pp | 69.5%+1.1pp |
| Annual return | 21.83% | 23.16%-1.3pp | 35.60%-13.8pp | 81.01%-59.2pp |
| Employer contribution / active EE | $1,223 | $1,798-32.0% | $3,179-61.5% | $2,440-49.9% |
| Participant deferral / active EE | $2,855 | $2,643+8.1% | $4,169-31.5% | $3,608-20.9% |
| Admin fee / account holder | $6,202 | $6,370-2.6% | $7,089-12.5% | $5,124+21.0% |