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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 | $93,625 | $87,878+6.5% | $97,411-3.9% | $82,637+13.3% |
| Participation rate | 91.5% | 75.6%+15.9pp | 80.4%+11.1pp | 68.1%+23.4pp |
| Annual return | 15.95% | 54.63%-38.7pp | 34.72%-18.8pp | 53.51%-37.6pp |
| Employer contribution / active EE | $4,264 | $3,800+12.2% | $4,210+1.3% | $2,552+67.1% |
| Participant deferral / active EE | $12,387 | $5,525+124.2% | $5,886+110.5% | $4,126+200.2% |
| Admin fee / account holder | $4,861 | $6,743-27.9% | $7,145-32.0% | $7,339-33.8% |