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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 | $100,810 | $81,487+23.7% | $102,412-1.6% | $80,935+24.6% |
| Participation rate | 76.7% | 66.8%+9.9pp | 74.5%+2.2pp | 67.7%+9.1pp |
| Annual return | 14.29% | 25.60%-11.3pp | 24.94%-10.7pp | 35.66%-21.4pp |
| Employer contribution / active EE | $2,297 | $3,103-26.0% | $3,870-40.6% | $2,757-16.7% |
| Participant deferral / active EE | $4,222 | $3,871+9.1% | $5,060-16.6% | $4,299-1.8% |
| Admin fee / account holder | $1,897 | $6,717-71.8% | $8,388-77.4% | $6,924-72.6% |