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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 | $111,521 | $93,589+19.2% | $135,942-18.0% | $75,181+48.3% |
| Participation rate | 95.7% | 75.2%+20.5pp | 81.9%+13.7pp | 67.2%+28.5pp |
| Annual return | 19.16% | 30.90%-11.7pp | 68.28%-49.1pp | 160.69%-141.5pp |
| Employer contribution / active EE | $2,266 | $3,537-35.9% | $4,858-53.4% | $2,671-15.1% |
| Participant deferral / active EE | $6,925 | $6,405+8.1% | $7,759-10.7% | $4,126+67.9% |
| Admin fee / account holder | $3,109 | $6,977-55.4% | $10,764-71.1% | $5,650-45.0% |