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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 | $105,873 | $93,598+13.1% | $135,974-22.1% | $75,173+40.8% |
| Participation rate | 98.1% | 75.2%+22.9pp | 81.9%+16.2pp | 67.2%+30.9pp |
| Annual return | 18.20% | 30.89%-12.7pp | 68.30%-50.1pp | 160.72%-142.5pp |
| Employer contribution / active EE | $4,079 | $3,538+15.3% | $4,859-16.1% | $2,671+52.7% |
| Participant deferral / active EE | $9,061 | $6,405+41.5% | $7,760+16.8% | $4,126+119.6% |
| Admin fee / account holder | $7,587 | $6,978+8.7% | $10,767-29.5% | $5,651+34.3% |