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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 | $110,891 | $93,617+18.5% | $135,982-18.5% | $75,177+47.5% |
| Participation rate | 93.8% | 75.2%+18.5pp | 81.9%+11.8pp | 67.2%+26.5pp |
| Annual return | 19.18% | 30.89%-11.7pp | 68.32%-49.1pp | 160.75%-141.6pp |
| Employer contribution / active EE | $862 | $3,538-75.6% | $4,859-82.3% | $2,671-67.7% |
| Participant deferral / active EE | $12,371 | $6,406+93.1% | $7,760+59.4% | $4,126+199.8% |
| Admin fee / account holder | $1,934 | $6,980-72.3% | $10,767-82.0% | $5,651-65.8% |