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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 | $134,782 | $93,617+44.0% | $135,982-0.9% | $75,177+79.3% |
| Participation rate | 81.4% | 75.2%+6.2pp | 81.9%-0.6pp | 67.2%+14.2pp |
| Annual return | 22.02% | 30.89%-8.9pp | 68.32%-46.3pp | 160.75%-138.7pp |
| Employer contribution / active EE | $3,499 | $3,538-1.1% | $4,859-28.0% | $2,671+31.0% |
| Participant deferral / active EE | $8,754 | $6,406+36.7% | $7,760+12.8% | $4,126+112.1% |
| Admin fee / account holder | $1,115 | $6,980-84.0% | $10,767-89.6% | $5,651-80.3% |