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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 | $134,528 | $125,797+6.9% | $170,043-20.9% | $75,173+79.0% |
| Participation rate | 90.9% | 83.6%+7.3pp | 87.0%+3.9pp | 67.2%+23.7pp |
| Annual return | 21.84% | 27.20%-5.4pp | 53.40%-31.6pp | 160.72%-138.9pp |
| Employer contribution / active EE | $6,563 | $4,616+42.2% | $6,790-3.3% | $2,671+145.7% |
| Participant deferral / active EE | $10,827 | $6,838+58.3% | $10,410+4.0% | $4,126+162.4% |
| Admin fee / account holder | $1,582 | $8,177-80.7% | $12,824-87.7% | $5,651-72.0% |