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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 | $104,494 | $80,983+29.0% | $96,544+8.2% | $75,177+39.0% |
| Participation rate | 81.3% | 71.8%+9.5pp | 76.0%+5.3pp | 67.2%+14.0pp |
| Annual return | 15.42% | 27.05%-11.6pp | 25.88%-10.5pp | 160.75%-145.3pp |
| Employer contribution / active EE | $3,691 | $2,282+61.7% | $2,966+24.4% | $2,671+38.2% |
| Participant deferral / active EE | $7,559 | $3,929+92.4% | $4,851+55.8% | $4,126+83.2% |
| Admin fee / account holder | $28,718 | $6,717+327.6% | $8,254+247.9% | $5,651+408.2% |