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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 | $111,572 | $83,485+33.6% | $125,195-10.9% | $72,976+52.9% |
| Participation rate | 95.0% | 73.3%+21.7pp | 79.8%+15.2pp | 69.5%+25.5pp |
| Annual return | 19.17% | 25.77%-6.6pp | 43.79%-24.6pp | 81.02%-61.8pp |
| Employer contribution / active EE | $2,290 | $2,346-2.4% | $3,866-40.8% | $2,440-6.1% |
| Participant deferral / active EE | $4,350 | $3,586+21.3% | $4,937-11.9% | $3,608+20.6% |
| Admin fee / account holder | $11,271 | $5,518+104.3% | $9,704+16.1% | $5,124+120.0% |