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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 | $103,289 | $81,487+26.8% | $102,412+0.9% | $80,935+27.6% |
| Participation rate | 78.6% | 66.8%+11.7pp | 74.5%+4.1pp | 67.7%+10.9pp |
| Annual return | 22.99% | 25.60%-2.6pp | 24.94%-2.0pp | 35.66%-12.7pp |
| Employer contribution / active EE | $1,805 | $3,103-41.8% | $3,870-53.4% | $2,757-34.5% |
| Participant deferral / active EE | $3,469 | $3,871-10.4% | $5,060-31.4% | $4,299-19.3% |
| Admin fee / account holder | $2,211 | $6,717-67.1% | $8,388-73.6% | $6,924-68.1% |