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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 | $108,353 | $93,598+15.8% | $135,974-20.3% | $75,173+44.1% |
| Participation rate | 88.7% | 75.2%+13.5pp | 81.9%+6.8pp | 67.2%+21.5pp |
| Annual return | 16.15% | 30.89%-14.7pp | 68.30%-52.2pp | 160.72%-144.6pp |
| Employer contribution / active EE | $5,235 | $3,538+48.0% | $4,859+7.7% | $2,671+96.0% |
| Participant deferral / active EE | $8,326 | $6,405+30.0% | $7,760+7.3% | $4,126+101.8% |
| Admin fee / account holder | $1,667 | $6,978-76.1% | $10,767-84.5% | $5,651-70.5% |