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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 | $125,822 | $93,598+34.4% | $135,974-7.5% | $75,173+67.4% |
| Participation rate | 96.2% | 75.2%+21.0pp | 81.9%+14.3pp | 67.2%+29.0pp |
| Annual return | 17.59% | 30.89%-13.3pp | 68.30%-50.7pp | 160.72%-143.1pp |
| Employer contribution / active EE | $3,417 | $3,538-3.4% | $4,859-29.7% | $2,671+27.9% |
| Participant deferral / active EE | $9,326 | $6,405+45.6% | $7,760+20.2% | $4,126+126.0% |
| Admin fee / account holder | $4,783 | $6,978-31.4% | $10,767-55.6% | $5,651-15.3% |