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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 | $120,808 | $93,598+29.1% | $135,974-11.2% | $75,173+60.7% |
| Participation rate | 84.6% | 75.2%+9.4pp | 81.9%+2.7pp | 67.2%+17.4pp |
| Annual return | 17.38% | 30.89%-13.5pp | 68.30%-50.9pp | 160.72%-143.3pp |
| Employer contribution / active EE | $4,984 | $3,538+40.9% | $4,859+2.6% | $2,671+86.6% |
| Participant deferral / active EE | $7,490 | $6,405+16.9% | $7,760-3.5% | $4,126+81.5% |
| Admin fee / account holder | $929 | $6,978-86.7% | $10,767-91.4% | $5,651-83.6% |