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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 | $115,716 | $80,992+42.9% | $96,534+19.9% | $75,173+53.9% |
| Participation rate | 95.6% | 71.8%+23.8pp | 76.0%+19.6pp | 67.2%+28.4pp |
| Annual return | 15.18% | 27.05%-11.9pp | 25.88%-10.7pp | 160.72%-145.5pp |
| Employer contribution / active EE | $1,724 | $2,283-24.5% | $2,965-41.9% | $2,671-35.4% |
| Participant deferral / active EE | $3,799 | $3,929-3.3% | $4,851-21.7% | $4,126-7.9% |
| Admin fee / account holder | $12,813 | $6,717+90.8% | $8,253+55.3% | $5,651+126.8% |