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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 | $104,580 | $93,617+11.7% | $135,982-23.1% | $75,177+39.1% |
| Participation rate | 86.4% | 75.2%+11.2pp | 81.9%+4.4pp | 67.2%+19.2pp |
| Annual return | 19.54% | 30.89%-11.3pp | 68.32%-48.8pp | 160.75%-141.2pp |
| Employer contribution / active EE | $2,546 | $3,538-28.0% | $4,859-47.6% | $2,671-4.7% |
| Participant deferral / active EE | $5,856 | $6,406-8.6% | $7,760-24.5% | $4,126+41.9% |
| Admin fee / account holder | $7,102 | $6,980+1.8% | $10,767-34.0% | $5,651+25.7% |