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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 | $112,272 | $93,598+20.0% | $135,974-17.4% | $75,173+49.4% |
| Participation rate | 76.8% | 75.2%+1.6pp | 81.9%-5.1pp | 67.2%+9.6pp |
| Annual return | 21.55% | 30.89%-9.3pp | 68.30%-46.8pp | 160.72%-139.2pp |
| Employer contribution / active EE | $3,952 | $3,538+11.7% | $4,859-18.7% | $2,671+48.0% |
| Participant deferral / active EE | $9,581 | $6,405+49.6% | $7,760+23.5% | $4,126+132.2% |
| Admin fee / account holder | $15,885 | $6,978+127.7% | $10,767+47.5% | $5,651+181.1% |