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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 | $76,049 | $93,589-18.7% | $135,942-44.1% | $75,181+1.2% |
| Participation rate | 96.3% | 75.2%+21.1pp | 81.9%+14.4pp | 67.2%+29.1pp |
| Annual return | 19.51% | 30.90%-11.4pp | 68.28%-48.8pp | 160.69%-141.2pp |
| Employer contribution / active EE | $3,134 | $3,537-11.4% | $4,858-35.5% | $2,671+17.3% |
| Participant deferral / active EE | $8,254 | $6,405+28.9% | $7,759+6.4% | $4,126+100.0% |
| Admin fee / account holder | $4,799 | $6,977-31.2% | $10,764-55.4% | $5,650-15.1% |