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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 | $100,480 | $93,617+7.3% | $135,982-26.1% | $75,177+33.7% |
| Participation rate | 73.0% | 75.2%-2.2pp | 81.9%-8.9pp | 67.2%+5.8pp |
| Annual return | 20.85% | 30.89%-10.0pp | 68.32%-47.5pp | 160.75%-139.9pp |
| Employer contribution / active EE | $3,594 | $3,538+1.6% | $4,859-26.0% | $2,671+34.5% |
| Participant deferral / active EE | $8,094 | $6,406+26.3% | $7,760+4.3% | $4,126+96.1% |
| Admin fee / account holder | $6,767 | $6,980-3.0% | $10,767-37.1% | $5,651+19.7% |