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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 | $98,705 | $91,198+8.2% | $178,503-44.7% | $79,856+23.6% |
| Participation rate | 85.7% | 69.2%+16.5pp | 81.9%+3.8pp | 69.6%+16.1pp |
| Annual return | 22.29% | 24.20%-1.9pp | 151.12%-128.8pp | 31.71%-9.4pp |
| Employer contribution / active EE | $2,249 | $3,257-31.0% | $5,011-55.1% | $2,471-9.0% |
| Participant deferral / active EE | $5,373 | $3,237+66.0% | $5,202+3.3% | $3,741+43.6% |
| Admin fee / account holder | $7,475 | $6,748+10.8% | $13,987-46.6% | $5,306+40.9% |