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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 | $105,412 | $80,985+30.2% | $96,576+9.1% | $75,181+40.2% |
| Participation rate | 81.3% | 71.8%+9.6pp | 76.0%+5.4pp | 67.2%+14.1pp |
| Annual return | 14.92% | 27.05%-12.1pp | 25.87%-11.0pp | 160.69%-145.8pp |
| Employer contribution / active EE | $2,176 | $2,282-4.7% | $2,965-26.6% | $2,671-18.5% |
| Participant deferral / active EE | $7,037 | $3,929+79.1% | $4,851+45.1% | $4,126+70.6% |
| Admin fee / account holder | $12,388 | $6,719+84.4% | $8,253+50.1% | $5,650+119.3% |