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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 | $118,380 | $109,359+8.2% | $162,177-27.0% | $72,975+62.2% |
| Participation rate | 88.9% | 84.3%+4.6pp | 87.6%+1.3pp | 69.5%+19.4pp |
| Annual return | 22.55% | 25.46%-2.9pp | 115.60%-93.1pp | 81.01%-58.5pp |
| Employer contribution / active EE | $7,020 | $3,907+79.7% | $5,613+25.1% | $2,440+187.7% |
| Participant deferral / active EE | $5,824 | $5,481+6.2% | $7,297-20.2% | $3,608+61.4% |
| Admin fee / account holder | $2,583 | $7,972-67.6% | $10,843-76.2% | $5,124-49.6% |