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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 | $93,940 | $88,672+5.9% | $105,223-10.7% | $82,448+13.9% |
| Participation rate | 85.7% | 67.9%+17.8pp | 75.0%+10.7pp | 68.1%+17.6pp |
| Annual return | 19.05% | 30.86%-11.8pp | 180.65%-161.6pp | 41.64%-22.6pp |
| Employer contribution / active EE | $916 | $3,048-70.0% | $3,689-75.2% | $2,551-64.1% |
| Participant deferral / active EE | $5,688 | $4,036+40.9% | $5,072+12.1% | $4,139+37.4% |
| Admin fee / account holder | $8,065 | $7,146+12.9% | $8,859-9.0% | $7,234+11.5% |