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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 | $114,088 | $93,589+21.9% | $135,942-16.1% | $75,181+51.8% |
| Participation rate | 92.5% | 75.2%+17.3pp | 81.9%+10.5pp | 67.2%+25.3pp |
| Annual return | 17.39% | 30.90%-13.5pp | 68.28%-50.9pp | 160.69%-143.3pp |
| Employer contribution / active EE | $3,239 | $3,537-8.4% | $4,858-33.3% | $2,671+21.3% |
| Participant deferral / active EE | $8,968 | $6,405+40.0% | $7,759+15.6% | $4,126+117.4% |
| Admin fee / account holder | $3,360 | $6,977-51.9% | $10,764-68.8% | $5,650-40.5% |