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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 | $116,284 | $73,988+57.2% | $96,538+20.5% | $75,177+54.7% |
| Participation rate | 87.3% | 66.4%+20.9pp | 74.3%+13.0pp | 67.2%+20.1pp |
| Annual return | 19.21% | 26.73%-7.5pp | 35.74%-16.5pp | 160.75%-141.5pp |
| Employer contribution / active EE | $3,146 | $2,930+7.4% | $3,740-15.9% | $2,671+17.8% |
| Participant deferral / active EE | $7,566 | $3,660+106.7% | $4,880+55.0% | $4,126+83.3% |
| Admin fee / account holder | $3,134 | $5,220-40.0% | $6,737-53.5% | $5,651-44.5% |