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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 | $103,819 | $93,617+10.9% | $135,982-23.7% | $75,177+38.1% |
| Participation rate | 93.1% | 75.2%+17.9pp | 81.9%+11.2pp | 67.2%+25.9pp |
| Annual return | 16.68% | 30.89%-14.2pp | 68.32%-51.6pp | 160.75%-144.1pp |
| Employer contribution / active EE | $3,291 | $3,538-7.0% | $4,859-32.3% | $2,671+23.2% |
| Participant deferral / active EE | $5,608 | $6,406-12.5% | $7,760-27.7% | $4,126+35.9% |
| Admin fee / account holder | $4,425 | $6,980-36.6% | $10,767-58.9% | $5,651-21.7% |