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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 | $106,749+18.3% | $145,433-13.1% | $82,448+53.2% |
| Participation rate | 87.8% | 75.6%+12.1pp | 82.1%+5.6pp | 68.1%+19.7pp |
| Annual return | 18.48% | 27.59%-9.1pp | 66.58%-48.1pp | 41.64%-23.2pp |
| Employer contribution / active EE | $4,091 | $3,444+18.8% | $4,554-10.2% | $2,551+60.4% |
| Participant deferral / active EE | $10,251 | $6,519+57.3% | $7,897+29.8% | $4,139+147.6% |
| Admin fee / account holder | $1,053 | $8,390-87.4% | $13,129-92.0% | $7,234-85.4% |