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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 | $127,923 | $93,598+36.7% | $135,974-5.9% | $75,173+70.2% |
| Participation rate | 80.9% | 75.2%+5.7pp | 81.9%-1.0pp | 67.2%+13.7pp |
| Annual return | 21.31% | 30.89%-9.6pp | 68.30%-47.0pp | 160.72%-139.4pp |
| Employer contribution / active EE | $5,380 | $3,538+52.1% | $4,859+10.7% | $2,671+101.4% |
| Participant deferral / active EE | $10,354 | $6,405+61.6% | $7,760+33.4% | $4,126+150.9% |
| Admin fee / account holder | $2,348 | $6,978-66.4% | $10,767-78.2% | $5,651-58.5% |