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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 | $128,587 | $101,798+26.3% | $165,071-22.1% | $80,935+58.9% |
| Participation rate | 92.9% | 71.8%+21.0pp | 78.6%+14.2pp | 67.7%+25.2pp |
| Annual return | 12.90% | 16.73%-3.8pp | 70.17%-57.3pp | 35.66%-22.8pp |
| Employer contribution / active EE | $7,395 | $2,954+150.3% | $4,347+70.1% | $2,757+168.2% |
| Participant deferral / active EE | $2,910 | $4,476-35.0% | $6,035-51.8% | $4,299-32.3% |
| Admin fee / account holder | $12,215 | $8,221+48.6% | $12,695-3.8% | $6,924+76.4% |