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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 | $94,006 | $93,586+0.4% | $135,925-30.8% | $75,173+25.1% |
| Participation rate | 93.6% | 75.2%+18.4pp | 81.9%+11.7pp | 67.2%+26.4pp |
| Annual return | 17.13% | 30.90%-13.8pp | 68.25%-51.1pp | 160.65%-143.5pp |
| Employer contribution / active EE | $5,223 | $3,537+47.7% | $4,857+7.5% | $2,670+95.6% |
| Participant deferral / active EE | $6,837 | $6,405+6.7% | $7,759-11.9% | $4,126+65.7% |
| Admin fee / account holder | $1,134 | $6,977-83.8% | $10,764-89.5% | $5,651-79.9% |