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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 | $106,749+15.7% | $145,433-15.1% | $82,448+49.8% |
| Participation rate | 93.2% | 75.6%+17.6pp | 82.1%+11.1pp | 68.1%+25.2pp |
| Annual return | 21.27% | 27.59%-6.3pp | 66.58%-45.3pp | 41.64%-20.4pp |
| Employer contribution / active EE | $6,086 | $3,444+76.7% | $4,554+33.6% | $2,551+138.6% |
| Participant deferral / active EE | $13,402 | $6,519+105.6% | $7,897+69.7% | $4,139+223.8% |
| Admin fee / account holder | $1,780 | $8,390-78.8% | $13,129-86.4% | $7,234-75.4% |