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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 | $107,963 | $97,648+10.6% | $121,663-11.3% | $87,485+23.4% |
| Participation rate | 75.6% | 70.5%+5.1pp | 74.5%+1.1pp | 68.9%+6.6pp |
| Annual return | 16.44% | 18.03%-1.6pp | 147.54%-131.1pp | 26.06%-9.6pp |
| Employer contribution / active EE | $1,424 | $2,300-38.1% | $3,020-52.8% | $2,596-45.2% |
| Participant deferral / active EE | $3,261 | $3,923-16.9% | $4,887-33.3% | $4,274-23.7% |
| Admin fee / account holder | $8,135 | $11,100-26.7% | $14,289-43.1% | $7,775+4.6% |