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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 | $124,658 | $106,749+16.8% | $145,433-14.3% | $82,448+51.2% |
| Participation rate | 93.0% | 75.6%+17.3pp | 82.1%+10.9pp | 68.1%+24.9pp |
| Annual return | 15.57% | 27.59%-12.0pp | 66.58%-51.0pp | 41.64%-26.1pp |
| Employer contribution / active EE | $6,160 | $3,444+78.8% | $4,554+35.2% | $2,551+141.5% |
| Participant deferral / active EE | $6,398 | $6,519-1.8% | $7,897-19.0% | $4,139+54.6% |
| Admin fee / account holder | $8,807 | $8,390+5.0% | $13,129-32.9% | $7,234+21.7% |