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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 | $113,197 | $73,978+53.0% | $96,515+17.3% | $75,173+50.6% |
| Participation rate | 84.6% | 66.4%+18.2pp | 74.3%+10.3pp | 67.2%+17.4pp |
| Annual return | 14.43% | 26.72%-12.3pp | 35.73%-21.3pp | 160.72%-146.3pp |
| Employer contribution / active EE | $8,419 | $2,931+187.3% | $3,740+125.1% | $2,671+215.2% |
| Participant deferral / active EE | $6,497 | $3,660+77.5% | $4,880+33.2% | $4,126+57.5% |
| Admin fee / account holder | $1,520 | $5,219-70.9% | $6,735-77.4% | $5,651-73.1% |