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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 | $100,160 | $78,428+27.7% | $95,960+4.4% | $79,852+25.4% |
| Participation rate | 88.2% | 73.5%+14.7pp | 77.1%+11.2pp | 69.6%+18.6pp |
| Annual return | 13.29% | 19.37%-6.1pp | 91.63%-78.3pp | 31.72%-18.4pp |
| Employer contribution / active EE | $1,847 | $1,945-5.0% | $2,541-27.3% | $2,471-25.3% |
| Participant deferral / active EE | $3,374 | $3,440-1.9% | $4,167-19.0% | $3,740-9.8% |
| Admin fee / account holder | $534 | $5,622-90.5% | $6,797-92.1% | $5,306-89.9% |