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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 | $100,593 | $78,690+27.8% | $161,489-37.7% | $87,485+15.0% |
| Participation rate | 97.2% | 67.5%+29.8pp | 78.7%+18.5pp | 68.9%+28.3pp |
| Annual return | 13.77% | 32.74%-19.0pp | 89.72%-75.9pp | 26.06%-12.3pp |
| Employer contribution / active EE | $3,218 | $2,588+24.3% | $4,268-24.6% | $2,596+23.9% |
| Participant deferral / active EE | $5,837 | $3,311+76.3% | $5,630+3.7% | $4,274+36.6% |
| Admin fee / account holder | $9,919 | $6,724+47.5% | $16,006-38.0% | $7,775+27.6% |