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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 | $87,206 | $73,978+17.9% | $96,515-9.6% | $75,173+16.0% |
| Participation rate | 91.7% | 66.4%+25.2pp | 74.3%+17.3pp | 67.2%+24.5pp |
| Annual return | 16.00% | 26.72%-10.7pp | 35.73%-19.7pp | 160.72%-144.7pp |
| Employer contribution / active EE | $5,026 | $2,931+71.5% | $3,740+34.4% | $2,671+88.2% |
| Participant deferral / active EE | $4,642 | $3,660+26.8% | $4,880-4.9% | $4,126+12.5% |
| Admin fee / account holder | $1,356 | $5,219-74.0% | $6,735-79.9% | $5,651-76.0% |