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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 | $86,617 | $93,598-7.5% | $135,974-36.3% | $75,173+15.2% |
| Participation rate | 96.3% | 75.2%+21.1pp | 81.9%+14.4pp | 67.2%+29.1pp |
| Annual return | 22.20% | 30.89%-8.7pp | 68.30%-46.1pp | 160.72%-138.5pp |
| Employer contribution / active EE | $5,278 | $3,538+49.2% | $4,859+8.6% | $2,671+97.6% |
| Participant deferral / active EE | $10,530 | $6,405+64.4% | $7,760+35.7% | $4,126+155.2% |
| Admin fee / account holder | $3,288 | $6,978-52.9% | $10,767-69.5% | $5,651-41.8% |