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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 | $112,084 | $91,559+22.4% | $133,971-16.3% | $79,852+40.4% |
| Participation rate | 82.9% | 73.3%+9.6pp | 79.8%+3.1pp | 69.6%+13.3pp |
| Annual return | 13.02% | 61.85%-48.8pp | 45.09%-32.1pp | 31.72%-18.7pp |
| Employer contribution / active EE | $2,616 | $2,384+9.7% | $3,919-33.2% | $2,471+5.9% |
| Participant deferral / active EE | $6,530 | $3,734+74.9% | $5,047+29.4% | $3,740+74.6% |
| Admin fee / account holder | $5,697 | $6,321-9.9% | $8,929-36.2% | $5,306+7.4% |