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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 | $103,915 | $93,617+11.0% | $135,982-23.6% | $75,177+38.2% |
| Participation rate | 92.9% | 75.2%+17.7pp | 81.9%+11.0pp | 67.2%+25.7pp |
| Annual return | 21.77% | 30.89%-9.1pp | 68.32%-46.6pp | 160.75%-139.0pp |
| Employer contribution / active EE | $5,389 | $3,538+52.3% | $4,859+10.9% | $2,671+101.8% |
| Participant deferral / active EE | $10,647 | $6,406+66.2% | $7,760+37.2% | $4,126+158.0% |
| Admin fee / account holder | $4,571 | $6,980-34.5% | $10,767-57.5% | $5,651-19.1% |