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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 | $98,760 | $88,996+11.0% | $78,004+26.6% | $138,895-28.9% |
| Participation rate | 80.0% | 74.4%+5.6pp | 69.4%+10.6pp | 79.9%+0.1pp |
| Annual return | 13.17% | 28.03%-14.9pp | 31.07%-17.9pp | 145.39%-132.2pp |
| Employer contribution / active EE | $2,071 | $2,917-29.0% | $2,469-16.1% | $4,194-50.6% |
| Participant deferral / active EE | $3,566 | $4,724-24.5% | $4,092-12.8% | $6,396-44.2% |
| Admin fee / account holder | $30,041 | $8,807+241.1% | $7,578+296.4% | $12,562+139.1% |