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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 | $110,971 | $125,797-11.8% | $170,057-34.7% | $75,177+47.6% |
| Participation rate | 92.3% | 83.6%+8.7pp | 87.0%+5.3pp | 67.2%+25.1pp |
| Annual return | 22.43% | 27.20%-4.8pp | 53.42%-31.0pp | 160.75%-138.3pp |
| Employer contribution / active EE | $3,522 | $4,616-23.7% | $6,790-48.1% | $2,671+31.8% |
| Participant deferral / active EE | $4,437 | $6,838-35.1% | $10,411-57.4% | $4,126+7.5% |
| Admin fee / account holder | $8,026 | $8,177-1.8% | $12,826-37.4% | $5,651+42.0% |