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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 | $124,618 | $93,598+33.1% | $135,974-8.4% | $75,173+65.8% |
| Participation rate | 78.0% | 75.2%+2.9pp | 81.9%-3.9pp | 67.2%+10.8pp |
| Annual return | 15.54% | 30.89%-15.3pp | 68.30%-52.8pp | 160.72%-145.2pp |
| Employer contribution / active EE | $2,590 | $3,538-26.8% | $4,859-46.7% | $2,671-3.0% |
| Participant deferral / active EE | $8,263 | $6,405+29.0% | $7,760+6.5% | $4,126+100.3% |
| Admin fee / account holder | $6,291 | $6,978-9.8% | $10,767-41.6% | $5,651+11.3% |