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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 | $126,643 | $93,598+35.3% | $135,974-6.9% | $75,173+68.5% |
| Participation rate | 83.3% | 75.2%+8.1pp | 81.9%+1.4pp | 67.2%+16.1pp |
| Annual return | 18.26% | 30.89%-12.6pp | 68.30%-50.0pp | 160.72%-142.5pp |
| Employer contribution / active EE | $2,338 | $3,538-33.9% | $4,859-51.9% | $2,671-12.5% |
| Participant deferral / active EE | $4,369 | $6,405-31.8% | $7,760-43.7% | $4,126+5.9% |
| Admin fee / account holder | $624 | $6,978-91.1% | $10,767-94.2% | $5,651-89.0% |