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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 | $90,486 | $73,988+22.3% | $96,538-6.3% | $75,177+20.4% |
| Participation rate | 79.3% | 66.4%+12.9pp | 74.3%+5.0pp | 67.2%+12.1pp |
| Annual return | 19.70% | 26.73%-7.0pp | 35.74%-16.0pp | 160.75%-141.0pp |
| Employer contribution / active EE | $2,133 | $2,930-27.2% | $3,740-43.0% | $2,671-20.2% |
| Participant deferral / active EE | $6,217 | $3,660+69.8% | $4,880+27.4% | $4,126+50.7% |
| Admin fee / account holder | $2,322 | $5,220-55.5% | $6,737-65.5% | $5,651-58.9% |