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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 | $94,672 | $93,617+1.1% | $135,982-30.4% | $75,177+25.9% |
| Participation rate | 93.5% | 75.2%+18.3pp | 81.9%+11.6pp | 67.2%+26.3pp |
| Annual return | 17.40% | 30.89%-13.5pp | 68.32%-50.9pp | 160.75%-143.3pp |
| Employer contribution / active EE | $6,194 | $3,538+75.0% | $4,859+27.5% | $2,671+131.9% |
| Participant deferral / active EE | $6,920 | $6,406+8.0% | $7,760-10.8% | $4,126+67.7% |
| Admin fee / account holder | $1,828 | $6,980-73.8% | $10,767-83.0% | $5,651-67.7% |