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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 | $124,525 | $106,749+16.7% | $145,433-14.4% | $82,448+51.0% |
| Participation rate | 95.7% | 75.6%+20.0pp | 82.1%+13.6pp | 68.1%+27.6pp |
| Annual return | 16.78% | 27.59%-10.8pp | 66.58%-49.8pp | 41.64%-24.9pp |
| Employer contribution / active EE | $5,064 | $3,444+47.0% | $4,554+11.2% | $2,551+98.5% |
| Participant deferral / active EE | $10,051 | $6,519+54.2% | $7,897+27.3% | $4,139+142.8% |
| Admin fee / account holder | $1,595 | $8,390-81.0% | $13,129-87.9% | $7,234-78.0% |