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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 | $76,124 | $93,617-18.7% | $135,982-44.0% | $75,177+1.3% |
| Participation rate | 91.8% | 75.2%+16.6pp | 81.9%+9.8pp | 67.2%+24.5pp |
| Annual return | 19.11% | 30.89%-11.8pp | 68.32%-49.2pp | 160.75%-141.6pp |
| Employer contribution / active EE | $2,081 | $3,538-41.2% | $4,859-57.2% | $2,671-22.1% |
| Participant deferral / active EE | $10,254 | $6,406+60.1% | $7,760+32.1% | $4,126+148.5% |
| Admin fee / account holder | $11,573 | $6,980+65.8% | $10,767+7.5% | $5,651+104.8% |