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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 | $122,346 | $93,598+30.7% | $135,974-10.0% | $75,173+62.8% |
| Participation rate | 90.8% | 75.2%+15.6pp | 81.9%+8.9pp | 67.2%+23.6pp |
| Annual return | 16.37% | 30.89%-14.5pp | 68.30%-51.9pp | 160.72%-144.4pp |
| Employer contribution / active EE | $3,887 | $3,538+9.9% | $4,859-20.0% | $2,671+45.5% |
| Participant deferral / active EE | $9,502 | $6,405+48.3% | $7,760+22.5% | $4,126+130.3% |
| Admin fee / account holder | $7,527 | $6,978+7.9% | $10,767-30.1% | $5,651+33.2% |