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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 | $113,735 | $93,598+21.5% | $135,974-16.4% | $75,173+51.3% |
| Participation rate | 89.6% | 75.2%+14.4pp | 81.9%+7.7pp | 67.2%+22.4pp |
| Annual return | 16.16% | 30.89%-14.7pp | 68.30%-52.1pp | 160.72%-144.6pp |
| Employer contribution / active EE | $6,202 | $3,538+75.3% | $4,859+27.6% | $2,671+132.2% |
| Participant deferral / active EE | $3,505 | $6,405-45.3% | $7,760-54.8% | $4,126-15.1% |
| Admin fee / account holder | $1,793 | $6,978-74.3% | $10,767-83.3% | $5,651-68.3% |