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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 | $126,675 | $95,453+32.7% | $112,040+13.1% | $82,448+53.6% |
| Participation rate | 91.4% | 72.8%+18.7pp | 76.5%+14.9pp | 68.1%+23.4pp |
| Annual return | 16.13% | 23.92%-7.8pp | 24.52%-8.4pp | 41.64%-25.5pp |
| Employer contribution / active EE | $3,528 | $2,318+52.2% | $2,954+19.4% | $2,551+38.3% |
| Participant deferral / active EE | $7,459 | $4,224+76.6% | $5,098+46.3% | $4,139+80.2% |
| Admin fee / account holder | $4,822 | $9,013-46.5% | $12,098-60.1% | $7,234-33.3% |