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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 | $91,569 | $82,879+10.5% | $96,576-5.2% | $67,986+34.7% |
| Participation rate | 80.2% | 75.2%+5.0pp | 81.4%-1.3pp | 57.2%+23.0pp |
| Annual return | 22.05% | 36.90%-14.9pp | 38.47%-16.4pp | 31.67%-9.6pp |
| Employer contribution / active EE | $3,999 | $2,727+46.6% | $3,553+12.6% | $2,019+98.1% |
| Participant deferral / active EE | $7,761 | $6,976+11.3% | $7,956-2.5% | $3,358+131.1% |
| Admin fee / account holder | $16,445 | $2,783+490.9% | $11,381+44.5% | $3,203+413.4% |