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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 | $82,783 | $125,797-34.2% | $170,043-51.3% | $75,173+10.1% |
| Participation rate | 90.7% | 83.6%+7.1pp | 87.0%+3.7pp | 67.2%+23.5pp |
| Annual return | 28.45% | 27.20%+1.2pp | 53.40%-25.0pp | 160.72%-132.3pp |
| Employer contribution / active EE | $8,114 | $4,616+75.8% | $6,790+19.5% | $2,671+203.8% |
| Participant deferral / active EE | $14,515 | $6,838+112.3% | $10,410+39.4% | $4,126+251.8% |
| Admin fee / account holder | $1,891 | $8,177-76.9% | $12,824-85.3% | $5,651-66.5% |