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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 | $103,221 | $99,053+4.2% | $88,179+17.1% | $138,895-25.7% |
| Participation rate | 87.5% | 74.2%+13.3pp | 69.1%+18.4pp | 79.9%+7.6pp |
| Annual return | 12.70% | 78.17%-65.5pp | 64.97%-52.3pp | 145.39%-132.7pp |
| Employer contribution / active EE | $5,477 | $2,882+90.0% | $2,549+114.8% | $4,194+30.6% |
| Participant deferral / active EE | $14,824 | $5,225+183.7% | $4,614+221.3% | $6,396+131.8% |
| Admin fee / account holder | $14,163 | $8,748+61.9% | $7,673+84.6% | $12,562+12.7% |