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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 | $131,523 | $106,864+23.1% | $147,318-10.7% | $82,637+59.2% |
| Participation rate | 91.4% | 75.5%+15.9pp | 82.1%+9.4pp | 68.1%+23.4pp |
| Annual return | 18.10% | 27.49%-9.4pp | 70.43%-52.3pp | 53.51%-35.4pp |
| Employer contribution / active EE | $3,200 | $3,417-6.4% | $4,593-30.3% | $2,552+25.4% |
| Participant deferral / active EE | $12,831 | $6,496+97.5% | $7,906+62.3% | $4,126+211.0% |
| Admin fee / account holder | $4,712 | $8,415-44.0% | $13,708-65.6% | $7,339-35.8% |