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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 | $111,046 | $79,557+39.6% | $118,746-6.5% | $70,126+58.4% |
| Participation rate | 74.4% | 71.4%+3.0pp | 78.3%-3.9pp | 69.5%+4.8pp |
| Annual return | 19.70% | 25.64%-5.9pp | 24.54%-4.8pp | 73.15%-53.4pp |
| Employer contribution / active EE | $2,442 | $2,861-14.7% | $4,193-41.8% | $2,343+4.2% |
| Participant deferral / active EE | $6,789 | $4,089+66.0% | $5,332+27.3% | $3,332+103.8% |
| Admin fee / account holder | $27,628 | $5,374+414.1% | $10,720+157.7% | $4,645+494.7% |