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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 | $95,914 | $93,598+2.5% | $135,974-29.5% | $75,173+27.6% |
| Participation rate | 86.0% | 75.2%+10.8pp | 81.9%+4.0pp | 67.2%+18.8pp |
| Annual return | 22.91% | 30.89%-8.0pp | 68.30%-45.4pp | 160.72%-137.8pp |
| Employer contribution / active EE | $6,028 | $3,538+70.4% | $4,859+24.1% | $2,671+125.7% |
| Participant deferral / active EE | $12,022 | $6,405+87.7% | $7,760+54.9% | $4,126+191.4% |
| Admin fee / account holder | $1,562 | $6,978-77.6% | $10,767-85.5% | $5,651-72.4% |