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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 | $105,337 | $80,983+30.1% | $96,544+9.1% | $75,177+40.1% |
| Participation rate | 85.2% | 71.8%+13.4pp | 76.0%+9.2pp | 67.2%+18.0pp |
| Annual return | 13.23% | 27.05%-13.8pp | 25.88%-12.6pp | 160.75%-147.5pp |
| Employer contribution / active EE | $2,991 | $2,282+31.0% | $2,966+0.8% | $2,671+12.0% |
| Participant deferral / active EE | $4,356 | $3,929+10.9% | $4,851-10.2% | $4,126+5.6% |
| Admin fee / account holder | $2,815 | $6,717-58.1% | $8,254-65.9% | $5,651-50.2% |