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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 | $106,864+5.6% | $147,318-23.4% | $82,637+36.5% |
| Participation rate | 85.2% | 75.5%+9.7pp | 82.1%+3.1pp | 68.1%+17.1pp |
| Annual return | 17.84% | 27.49%-9.6pp | 70.43%-52.6pp | 53.51%-35.7pp |
| Employer contribution / active EE | $5,463 | $3,417+59.9% | $4,593+18.9% | $2,552+114.0% |
| Participant deferral / active EE | $10,827 | $6,496+66.7% | $7,906+36.9% | $4,126+162.4% |
| Admin fee / account holder | $16,640 | $8,415+97.7% | $13,708+21.4% | $7,339+126.7% |