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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 | $134,218 | $93,617+43.4% | $135,982-1.3% | $75,177+78.5% |
| Participation rate | 75.4% | 75.2%+0.2pp | 81.9%-6.5pp | 67.2%+8.2pp |
| Annual return | 24.61% | 30.89%-6.3pp | 68.32%-43.7pp | 160.75%-136.1pp |
| Employer contribution / active EE | $3,405 | $3,538-3.8% | $4,859-29.9% | $2,671+27.5% |
| Participant deferral / active EE | $8,526 | $6,406+33.1% | $7,760+9.9% | $4,126+106.6% |
| Admin fee / account holder | $3,931 | $6,980-43.7% | $10,767-63.5% | $5,651-30.4% |