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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 | $113,311 | $93,589+21.1% | $135,942-16.6% | $75,181+50.7% |
| Participation rate | 93.6% | 75.2%+18.4pp | 81.9%+11.7pp | 67.2%+26.4pp |
| Annual return | 17.83% | 30.90%-13.1pp | 68.28%-50.4pp | 160.69%-142.9pp |
| Employer contribution / active EE | $3,021 | $3,537-14.6% | $4,858-37.8% | $2,671+13.1% |
| Participant deferral / active EE | $8,401 | $6,405+31.2% | $7,759+8.3% | $4,126+103.6% |
| Admin fee / account holder | $3,809 | $6,977-45.4% | $10,764-64.6% | $5,650-32.6% |