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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 | $123,203 | $93,598+31.6% | $135,974-9.4% | $75,173+63.9% |
| Participation rate | 84.9% | 75.2%+9.7pp | 81.9%+3.0pp | 67.2%+17.7pp |
| Annual return | 19.44% | 30.89%-11.4pp | 68.30%-48.9pp | 160.72%-141.3pp |
| Employer contribution / active EE | $2,406 | $3,538-32.0% | $4,859-50.5% | $2,671-9.9% |
| Participant deferral / active EE | $8,016 | $6,405+25.1% | $7,760+3.3% | $4,126+94.3% |
| Admin fee / account holder | $814 | $6,978-88.3% | $10,767-92.4% | $5,651-85.6% |