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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 | $126,330 | $106,524+18.6% | $152,301-17.1% | $87,485+44.4% |
| Participation rate | 87.8% | 75.8%+12.0pp | 82.4%+5.3pp | 68.9%+18.8pp |
| Annual return | 18.48% | 26.89%-8.4pp | 80.50%-62.0pp | 26.06%-7.6pp |
| Employer contribution / active EE | $4,091 | $3,371+21.3% | $4,624-11.5% | $2,596+57.6% |
| Participant deferral / active EE | $10,251 | $6,525+57.1% | $8,004+28.1% | $4,274+139.9% |
| Admin fee / account holder | $1,053 | $8,287-87.3% | $14,398-92.7% | $7,775-86.5% |