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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 | $110,474 | $80,984+36.4% | $96,569+14.4% | $75,173+47.0% |
| Participation rate | 94.3% | 71.8%+22.6pp | 76.0%+18.4pp | 67.2%+27.1pp |
| Annual return | 16.15% | 27.05%-10.9pp | 25.87%-9.7pp | 160.65%-144.5pp |
| Employer contribution / active EE | $4,101 | $2,282+79.7% | $2,965+38.3% | $2,670+53.6% |
| Participant deferral / active EE | $3,915 | $3,929-0.3% | $4,851-19.3% | $4,126-5.1% |
| Admin fee / account holder | $5,497 | $6,720-18.2% | $8,251-33.4% | $5,651-2.7% |