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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 | $93,598+21.9% | $135,974-16.1% | $75,173+51.8% |
| Participation rate | 92.5% | 75.2%+17.3pp | 81.9%+10.5pp | 67.2%+25.2pp |
| Annual return | 17.39% | 30.89%-13.5pp | 68.30%-50.9pp | 160.72%-143.3pp |
| Employer contribution / active EE | $3,239 | $3,538-8.4% | $4,859-33.3% | $2,671+21.3% |
| Participant deferral / active EE | $8,968 | $6,405+40.0% | $7,760+15.6% | $4,126+117.3% |
| Admin fee / account holder | $3,360 | $6,978-51.9% | $10,767-68.8% | $5,651-40.5% |