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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 | $104,092 | $93,589+11.2% | $135,942-23.4% | $75,181+38.5% |
| Participation rate | 84.4% | 75.2%+9.3pp | 81.9%+2.5pp | 67.2%+17.2pp |
| Annual return | 19.85% | 30.90%-11.1pp | 68.28%-48.4pp | 160.69%-140.8pp |
| Employer contribution / active EE | $5,651 | $3,537+59.7% | $4,858+16.3% | $2,671+111.6% |
| Participant deferral / active EE | $14,634 | $6,405+128.5% | $7,759+88.6% | $4,126+254.7% |
| Admin fee / account holder | $5,259 | $6,977-24.6% | $10,764-51.1% | $5,650-6.9% |