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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 | $110,068 | $97,125+13.3% | $86,233+27.6% | $137,256-19.8% |
| Participation rate | 73.7% | 74.2%-0.5pp | 69.0%+4.7pp | 80.0%-6.3pp |
| Annual return | 14.18% | 74.19%-60.0pp | 61.39%-47.2pp | 220.34%-206.2pp |
| Employer contribution / active EE | $1,928 | $2,841-32.1% | $2,504-23.0% | $4,156-53.6% |
| Participant deferral / active EE | $7,126 | $5,180+37.6% | $4,559+56.3% | $6,407+11.2% |
| Admin fee / account holder | $1,131 | $9,725-88.4% | $8,342-86.4% | $12,270-90.8% |