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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 | $106,428 | $73,988+43.8% | $96,538+10.2% | $75,177+41.6% |
| Participation rate | 81.8% | 66.4%+15.4pp | 74.3%+7.5pp | 67.2%+14.6pp |
| Annual return | 16.95% | 26.73%-9.8pp | 35.74%-18.8pp | 160.75%-143.8pp |
| Employer contribution / active EE | $1,899 | $2,930-35.2% | $3,740-49.2% | $2,671-28.9% |
| Participant deferral / active EE | $3,329 | $3,660-9.0% | $4,880-31.8% | $4,126-19.3% |
| Admin fee / account holder | $2,141 | $5,220-59.0% | $6,737-68.2% | $5,651-62.1% |