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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 | $99,649 | $93,617+6.4% | $135,982-26.7% | $75,177+32.6% |
| Participation rate | 94.7% | 75.2%+19.5pp | 81.9%+12.8pp | 67.2%+27.5pp |
| Annual return | 19.34% | 30.89%-11.5pp | 68.32%-49.0pp | 160.75%-141.4pp |
| Employer contribution / active EE | $2,690 | $3,538-24.0% | $4,859-44.6% | $2,671+0.7% |
| Participant deferral / active EE | $8,473 | $6,406+32.3% | $7,760+9.2% | $4,126+105.3% |
| Admin fee / account holder | $1,949 | $6,980-72.1% | $10,767-81.9% | $5,651-65.5% |