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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 | $104,124 | $93,617+11.2% | $135,982-23.4% | $75,177+38.5% |
| Participation rate | 75.0% | 75.2%-0.2pp | 81.9%-6.9pp | 67.2%+7.8pp |
| Annual return | 24.14% | 30.89%-6.8pp | 68.32%-44.2pp | 160.75%-136.6pp |
| Employer contribution / active EE | $5,627 | $3,538+59.0% | $4,859+15.8% | $2,671+110.7% |
| Participant deferral / active EE | $12,341 | $6,406+92.7% | $7,760+59.0% | $4,126+199.1% |
| Admin fee / account holder | $1,317 | $6,980-81.1% | $10,767-87.8% | $5,651-76.7% |