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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 | $107,117 | $74,535+43.7% | $100,712+6.4% | $82,637+29.6% |
| Participation rate | 81.8% | 61.2%+20.6pp | 69.3%+12.5pp | 68.1%+13.8pp |
| Annual return | 14.69% | 18.92%-4.2pp | 33.27%-18.6pp | 53.51%-38.8pp |
| Employer contribution / active EE | $1,623 | $1,503+8.0% | $2,313-29.8% | $2,552-36.4% |
| Participant deferral / active EE | $3,830 | $3,074+24.6% | $4,085-6.2% | $4,126-7.2% |
| Admin fee / account holder | $6,523 | $6,576-0.8% | $9,256-29.5% | $7,339-11.1% |