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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 | $92,651 | $95,453-2.9% | $112,040-17.3% | $82,448+12.4% |
| Participation rate | 97.6% | 72.8%+24.9pp | 76.5%+21.1pp | 68.1%+29.6pp |
| Annual return | 15.35% | 23.92%-8.6pp | 24.52%-9.2pp | 41.64%-26.3pp |
| Employer contribution / active EE | $2,980 | $2,318+28.6% | $2,954+0.9% | $2,551+16.8% |
| Participant deferral / active EE | $6,342 | $4,224+50.2% | $5,098+24.4% | $4,139+53.2% |
| Admin fee / account holder | $36,732 | $9,013+307.5% | $12,098+203.6% | $7,234+407.7% |