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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 | $123,539 | $106,524+16.0% | $152,301-18.9% | $87,485+41.2% |
| Participation rate | 93.2% | 75.8%+17.5pp | 82.4%+10.8pp | 68.9%+24.3pp |
| Annual return | 21.27% | 26.89%-5.6pp | 80.50%-59.2pp | 26.06%-4.8pp |
| Employer contribution / active EE | $6,086 | $3,371+80.5% | $4,624+31.6% | $2,596+134.4% |
| Participant deferral / active EE | $13,402 | $6,525+105.4% | $8,004+67.4% | $4,274+213.6% |
| Admin fee / account holder | $1,780 | $8,287-78.5% | $14,398-87.6% | $7,775-77.1% |