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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 | $119,989 | $106,749+12.4% | $145,433-17.5% | $82,448+45.5% |
| Participation rate | 85.7% | 75.6%+10.1pp | 82.1%+3.6pp | 68.1%+17.6pp |
| Annual return | 16.76% | 27.59%-10.8pp | 66.58%-49.8pp | 41.64%-24.9pp |
| Employer contribution / active EE | $6,321 | $3,444+83.5% | $4,554+38.8% | $2,551+147.8% |
| Participant deferral / active EE | $9,984 | $6,519+53.2% | $7,897+26.4% | $4,139+141.2% |
| Admin fee / account holder | $11,192 | $8,390+33.4% | $13,129-14.8% | $7,234+54.7% |