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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 | $102,849 | $93,617+9.9% | $135,982-24.4% | $75,177+36.8% |
| Participation rate | 83.3% | 75.2%+8.1pp | 81.9%+1.4pp | 67.2%+16.1pp |
| Annual return | 19.57% | 30.89%-11.3pp | 68.32%-48.8pp | 160.75%-141.2pp |
| Employer contribution / active EE | $2,836 | $3,538-19.8% | $4,859-41.6% | $2,671+6.2% |
| Participant deferral / active EE | $8,561 | $6,406+33.6% | $7,760+10.3% | $4,126+107.5% |
| Admin fee / account holder | $6,992 | $6,980+0.2% | $10,767-35.1% | $5,651+23.7% |