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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 | $117,816 | $93,617+25.8% | $135,982-13.4% | $75,177+56.7% |
| Participation rate | 81.5% | 75.2%+6.3pp | 81.9%-0.4pp | 67.2%+14.3pp |
| Annual return | 19.55% | 30.89%-11.3pp | 68.32%-48.8pp | 160.75%-141.2pp |
| Employer contribution / active EE | $3,716 | $3,538+5.0% | $4,859-23.5% | $2,671+39.1% |
| Participant deferral / active EE | $8,667 | $6,406+35.3% | $7,760+11.7% | $4,126+110.0% |
| Admin fee / account holder | $6,863 | $6,980-1.7% | $10,767-36.3% | $5,651+21.4% |