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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 | $114,633 | $73,955+55.0% | $96,520+18.8% | $75,181+52.5% |
| Participation rate | 73.1% | 66.4%+6.7pp | 74.3%-1.3pp | 67.2%+5.9pp |
| Annual return | 17.50% | 26.72%-9.2pp | 35.72%-18.2pp | 160.69%-143.2pp |
| Employer contribution / active EE | $3,592 | $2,930+22.6% | $3,739-3.9% | $2,671+34.5% |
| Participant deferral / active EE | $3,740 | $3,659+2.2% | $4,879-23.3% | $4,126-9.4% |
| Admin fee / account holder | $16,167 | $5,217+209.9% | $6,733+140.1% | $5,650+186.2% |