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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 | $95,593 | $93,617+2.1% | $135,982-29.7% | $75,177+27.2% |
| Participation rate | 94.4% | 75.2%+19.2pp | 81.9%+12.4pp | 67.2%+27.2pp |
| Annual return | 20.00% | 30.89%-10.9pp | 68.32%-48.3pp | 160.75%-140.8pp |
| Employer contribution / active EE | $4,111 | $3,538+16.2% | $4,859-15.4% | $2,671+53.9% |
| Participant deferral / active EE | $8,769 | $6,406+36.9% | $7,760+13.0% | $4,126+112.5% |
| Admin fee / account holder | $3,360 | $6,980-51.9% | $10,767-68.8% | $5,651-40.6% |