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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 | $96,755 | $77,472+24.9% | $100,415-3.6% | $80,959+19.5% |
| Participation rate | 90.5% | 76.9%+13.5pp | 81.5%+9.0pp | 67.7%+22.8pp |
| Annual return | 16.23% | 37.26%-21.0pp | 49.47%-33.2pp | 35.67%-19.4pp |
| Employer contribution / active EE | $5,207 | $2,800+85.9% | $3,943+32.1% | $2,757+88.8% |
| Participant deferral / active EE | $12,813 | $6,818+87.9% | $8,091+58.4% | $4,300+197.9% |
| Admin fee / account holder | $3,579 | $5,885-39.2% | $7,906-54.7% | $6,925-48.3% |