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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 | $94,018 | $79,961+17.6% | $98,462-4.5% | $75,177+25.1% |
| Participation rate | 92.3% | 70.4%+21.9pp | 75.2%+17.1pp | 67.2%+25.1pp |
| Annual return | 19.45% | 19.75%-0.3pp | 21.17%-1.7pp | 160.75%-141.3pp |
| Employer contribution / active EE | $1,824 | $2,264-19.4% | $3,049-40.2% | $2,671-31.7% |
| Participant deferral / active EE | $4,427 | $3,753+18.0% | $4,738-6.6% | $4,126+7.3% |
| Admin fee / account holder | $10,790 | $6,842+57.7% | $8,875+21.6% | $5,651+90.9% |