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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 | $112,828 | $106,749+5.7% | $145,433-22.4% | $82,448+36.8% |
| Participation rate | 85.2% | 75.6%+9.5pp | 82.1%+3.1pp | 68.1%+17.1pp |
| Annual return | 17.84% | 27.59%-9.7pp | 66.58%-48.7pp | 41.64%-23.8pp |
| Employer contribution / active EE | $5,463 | $3,444+58.6% | $4,554+19.9% | $2,551+114.1% |
| Participant deferral / active EE | $10,827 | $6,519+66.1% | $7,897+37.1% | $4,139+161.6% |
| Admin fee / account holder | $16,640 | $8,390+98.3% | $13,129+26.7% | $7,234+130.0% |