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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 | $109,794 | $93,598+17.3% | $135,974-19.3% | $75,173+46.1% |
| Participation rate | 82.2% | 75.2%+7.0pp | 81.9%+0.3pp | 67.2%+15.0pp |
| Annual return | 24.01% | 30.89%-6.9pp | 68.30%-44.3pp | 160.72%-136.7pp |
| Employer contribution / active EE | $4,115 | $3,538+16.3% | $4,859-15.3% | $2,671+54.1% |
| Participant deferral / active EE | $7,159 | $6,405+11.8% | $7,760-7.7% | $4,126+73.5% |
| Admin fee / account holder | $5,522 | $6,978-20.9% | $10,767-48.7% | $5,651-2.3% |