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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 | $101,620 | $93,589+8.6% | $135,942-25.2% | $75,181+35.2% |
| Participation rate | 77.7% | 75.2%+2.5pp | 81.9%-4.3pp | 67.2%+10.5pp |
| Annual return | 20.35% | 30.90%-10.6pp | 68.28%-47.9pp | 160.69%-140.3pp |
| Employer contribution / active EE | $3,749 | $3,537+6.0% | $4,858-22.8% | $2,671+40.4% |
| Participant deferral / active EE | $14,321 | $6,405+123.6% | $7,759+84.6% | $4,126+247.1% |
| Admin fee / account holder | $11,063 | $6,977+58.6% | $10,764+2.8% | $5,650+95.8% |