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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 | $109,262 | $106,749+2.4% | $145,433-24.9% | $82,448+32.5% |
| Participation rate | 86.4% | 75.6%+10.8pp | 82.1%+4.3pp | 68.1%+18.4pp |
| Annual return | 17.01% | 27.59%-10.6pp | 66.58%-49.6pp | 41.64%-24.6pp |
| Employer contribution / active EE | $6,259 | $3,444+81.7% | $4,554+37.4% | $2,551+145.4% |
| Participant deferral / active EE | $12,551 | $6,519+92.5% | $7,897+58.9% | $4,139+203.2% |
| Admin fee / account holder | $35,572 | $8,390+324.0% | $13,129+170.9% | $7,234+391.7% |