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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 | $88,894 | $93,617-5.0% | $135,982-34.6% | $75,177+18.2% |
| Participation rate | 92.3% | 75.2%+17.1pp | 81.9%+10.4pp | 67.2%+25.1pp |
| Annual return | 19.82% | 30.89%-11.1pp | 68.32%-48.5pp | 160.75%-140.9pp |
| Employer contribution / active EE | $2,712 | $3,538-23.4% | $4,859-44.2% | $2,671+1.5% |
| Participant deferral / active EE | $8,346 | $6,406+30.3% | $7,760+7.6% | $4,126+102.3% |
| Admin fee / account holder | $1,321 | $6,980-81.1% | $10,767-87.7% | $5,651-76.6% |