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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 | $101,175 | $85,024+19.0% | $70,544+43.4% | $139,466-27.5% |
| Participation rate | 80.0% | 73.9%+6.1pp | 68.4%+11.6pp | 80.3%-0.3pp |
| Annual return | 11.79% | 30.39%-18.6pp | 32.79%-21.0pp | 373.66%-361.9pp |
| Employer contribution / active EE | $2,485 | $3,912-36.5% | $2,976-16.5% | $4,754-47.7% |
| Participant deferral / active EE | $3,838 | $5,891-34.9% | $4,568-16.0% | $6,712-42.8% |
| Admin fee / account holder | $2,065 | $8,928-76.9% | $6,427-67.9% | $11,409-81.9% |