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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 | $88,897 | $93,589-5.0% | $135,942-34.6% | $75,181+18.2% |
| Participation rate | 92.3% | 75.2%+17.1pp | 81.9%+10.4pp | 67.2%+25.1pp |
| Annual return | 17.56% | 30.90%-13.3pp | 68.28%-50.7pp | 160.69%-143.1pp |
| Employer contribution / active EE | $3,720 | $3,537+5.2% | $4,858-23.4% | $2,671+39.3% |
| Participant deferral / active EE | $6,056 | $6,405-5.4% | $7,759-21.9% | $4,126+46.8% |
| Admin fee / account holder | $696 | $6,977-90.0% | $10,764-93.5% | $5,650-87.7% |