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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 | $115,926 | $125,797-7.8% | $170,057-31.8% | $75,177+54.2% |
| Participation rate | 90.7% | 83.6%+7.1pp | 87.0%+3.7pp | 67.2%+23.5pp |
| Annual return | 21.89% | 27.20%-5.3pp | 53.42%-31.5pp | 160.75%-138.9pp |
| Employer contribution / active EE | $4,367 | $4,616-5.4% | $6,790-35.7% | $2,671+63.5% |
| Participant deferral / active EE | $5,538 | $6,838-19.0% | $10,411-46.8% | $4,126+34.2% |
| Admin fee / account holder | $10,337 | $8,177+26.4% | $12,826-19.4% | $5,651+82.9% |