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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 | $112,165 | $93,617+19.8% | $135,982-17.5% | $75,177+49.2% |
| Participation rate | 92.9% | 75.2%+17.7pp | 81.9%+10.9pp | 67.2%+25.7pp |
| Annual return | 16.73% | 30.89%-14.2pp | 68.32%-51.6pp | 160.75%-144.0pp |
| Employer contribution / active EE | $1,695 | $3,538-52.1% | $4,859-65.1% | $2,671-36.5% |
| Participant deferral / active EE | $8,482 | $6,406+32.4% | $7,760+9.3% | $4,126+105.5% |
| Admin fee / account holder | $3,385 | $6,980-51.5% | $10,767-68.6% | $5,651-40.1% |