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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 | $94,036 | $80,983+16.1% | $96,544-2.6% | $75,177+25.1% |
| Participation rate | 88.2% | 71.8%+16.4pp | 76.0%+12.2pp | 67.2%+21.0pp |
| Annual return | 17.22% | 27.05%-9.8pp | 25.88%-8.7pp | 160.75%-143.5pp |
| Employer contribution / active EE | $2,536 | $2,282+11.1% | $2,966-14.5% | $2,671-5.1% |
| Participant deferral / active EE | $5,224 | $3,929+33.0% | $4,851+7.7% | $4,126+26.6% |
| Admin fee / account holder | $10,094 | $6,717+50.3% | $8,254+22.3% | $5,651+78.6% |