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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 | $125,504 | $93,598+34.1% | $135,974-7.7% | $75,173+67.0% |
| Participation rate | 81.8% | 75.2%+6.6pp | 81.9%-0.1pp | 67.2%+14.6pp |
| Annual return | 17.32% | 30.89%-13.6pp | 68.30%-51.0pp | 160.72%-143.4pp |
| Employer contribution / active EE | $3,531 | $3,538-0.2% | $4,859-27.3% | $2,671+32.2% |
| Participant deferral / active EE | $8,782 | $6,405+37.1% | $7,760+13.2% | $4,126+112.8% |
| Admin fee / account holder | $3,660 | $6,978-47.5% | $10,767-66.0% | $5,651-35.2% |