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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 | $82,974 | $99,875-16.9% | $146,866-43.5% | $86,983-4.6% |
| Participation rate | 83.9% | 75.8%+8.1pp | 82.5%+1.4pp | 69.5%+14.3pp |
| Annual return | 17.11% | 28.10%-11.0pp | 102.85%-85.7pp | 25.83%-8.7pp |
| Employer contribution / active EE | $3,857 | $3,224+19.6% | $4,425-12.8% | $2,584+49.3% |
| Participant deferral / active EE | $10,255 | $6,322+62.2% | $7,759+32.2% | $4,194+144.5% |
| Admin fee / account holder | $11,317 | $7,838+44.4% | $13,620-16.9% | $7,856+44.1% |