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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 | $90,480 | $93,598-3.3% | $135,974-33.5% | $75,173+20.4% |
| Participation rate | 93.3% | 75.2%+18.1pp | 81.9%+11.4pp | 67.2%+26.1pp |
| Annual return | 21.61% | 30.89%-9.3pp | 68.30%-46.7pp | 160.72%-139.1pp |
| Employer contribution / active EE | $4,208 | $3,538+18.9% | $4,859-13.4% | $2,671+57.5% |
| Participant deferral / active EE | $9,042 | $6,405+41.2% | $7,760+16.5% | $4,126+119.1% |
| Admin fee / account holder | $6,171 | $6,978-11.6% | $10,767-42.7% | $5,651+9.2% |