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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 | $101,911 | $93,598+8.9% | $135,974-25.1% | $75,173+35.6% |
| Participation rate | 91.2% | 75.2%+16.0pp | 81.9%+9.3pp | 67.2%+24.0pp |
| Annual return | 19.78% | 30.89%-11.1pp | 68.30%-48.5pp | 160.72%-140.9pp |
| Employer contribution / active EE | $2,308 | $3,538-34.8% | $4,859-52.5% | $2,671-13.6% |
| Participant deferral / active EE | $10,273 | $6,405+60.4% | $7,760+32.4% | $4,126+149.0% |
| Admin fee / account holder | $1,506 | $6,978-78.4% | $10,767-86.0% | $5,651-73.4% |