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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 | $102,312 | $78,197+30.8% | $98,090+4.3% | $82,637+23.8% |
| Participation rate | 80.0% | 77.5%+2.5pp | 81.5%-1.5pp | 68.1%+11.9pp |
| Annual return | 17.47% | 40.25%-22.8pp | 37.05%-19.6pp | 53.51%-36.0pp |
| Employer contribution / active EE | $1,772 | $2,605-32.0% | $3,606-50.9% | $2,552-30.6% |
| Participant deferral / active EE | $12,862 | $6,636+93.8% | $7,845+64.0% | $4,126+211.7% |
| Admin fee / account holder | $16,388 | $14,832+10.5% | $11,815+38.7% | $7,339+123.3% |