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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 | $101,520 | $80,983+25.4% | $96,544+5.2% | $75,177+35.0% |
| Participation rate | 85.5% | 71.8%+13.7pp | 76.0%+9.5pp | 67.2%+18.2pp |
| Annual return | 19.80% | 27.05%-7.3pp | 25.88%-6.1pp | 160.75%-141.0pp |
| Employer contribution / active EE | $5,455 | $2,282+139.0% | $2,966+83.9% | $2,671+104.2% |
| Participant deferral / active EE | $4,808 | $3,929+22.4% | $4,851-0.9% | $4,126+16.5% |
| Admin fee / account holder | $690 | $6,717-89.7% | $8,254-91.6% | $5,651-87.8% |