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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 | $117,923 | $125,797-6.3% | $170,028-30.6% | $75,181+56.9% |
| Participation rate | 96.2% | 83.6%+12.6pp | 87.0%+9.1pp | 67.2%+29.0pp |
| Annual return | 18.19% | 27.20%-9.0pp | 53.39%-35.2pp | 160.69%-142.5pp |
| Employer contribution / active EE | $3,397 | $4,616-26.4% | $6,788-50.0% | $2,671+27.2% |
| Participant deferral / active EE | $6,517 | $6,838-4.7% | $10,409-37.4% | $4,126+58.0% |
| Admin fee / account holder | $5,319 | $8,177-34.9% | $12,820-58.5% | $5,650-5.9% |