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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 | $103,253 | $80,992+27.5% | $96,534+7.0% | $75,173+37.4% |
| Participation rate | 97.3% | 71.8%+25.5pp | 76.0%+21.3pp | 67.2%+30.1pp |
| Annual return | 17.13% | 27.05%-9.9pp | 25.88%-8.8pp | 160.72%-143.6pp |
| Employer contribution / active EE | $2,163 | $2,283-5.3% | $2,965-27.1% | $2,671-19.0% |
| Participant deferral / active EE | $5,084 | $3,929+29.4% | $4,851+4.8% | $4,126+23.2% |
| Admin fee / account holder | $1,787 | $6,717-73.4% | $8,253-78.3% | $5,651-68.4% |