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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 | $99,875+31.7% | $146,866-10.4% | $86,983+51.2% |
| Participation rate | 91.4% | 75.8%+15.6pp | 82.5%+8.9pp | 69.5%+21.9pp |
| Annual return | 18.10% | 28.10%-10.0pp | 102.85%-84.8pp | 25.83%-7.7pp |
| Employer contribution / active EE | $3,200 | $3,224-0.8% | $4,425-27.7% | $2,584+23.8% |
| Participant deferral / active EE | $12,831 | $6,322+102.9% | $7,759+65.4% | $4,194+205.9% |
| Admin fee / account holder | $4,712 | $7,838-39.9% | $13,620-65.4% | $7,856-40.0% |