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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 | $99,778 | $93,598+6.6% | $135,974-26.6% | $75,173+32.7% |
| Participation rate | 93.7% | 75.2%+18.5pp | 81.9%+11.8pp | 67.2%+26.5pp |
| Annual return | 15.47% | 30.89%-15.4pp | 68.30%-52.8pp | 160.72%-145.3pp |
| Employer contribution / active EE | $3,990 | $3,538+12.8% | $4,859-17.9% | $2,671+49.4% |
| Participant deferral / active EE | $6,001 | $6,405-6.3% | $7,760-22.7% | $4,126+45.4% |
| Admin fee / account holder | $2,584 | $6,978-63.0% | $10,767-76.0% | $5,651-54.3% |