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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 | $107,741 | $93,617+15.1% | $135,982-20.8% | $75,177+43.3% |
| Participation rate | 71.7% | 75.2%-3.5pp | 81.9%-10.2pp | 67.2%+4.5pp |
| Annual return | 21.53% | 30.89%-9.4pp | 68.32%-46.8pp | 160.75%-139.2pp |
| Employer contribution / active EE | $2,940 | $3,538-16.9% | $4,859-39.5% | $2,671+10.1% |
| Participant deferral / active EE | $7,053 | $6,406+10.1% | $7,760-9.1% | $4,126+70.9% |
| Admin fee / account holder | $6,929 | $6,980-0.7% | $10,767-35.7% | $5,651+22.6% |