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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 | $106,864+12.3% | $147,318-18.6% | $82,637+45.2% |
| Participation rate | 85.7% | 75.5%+10.2pp | 82.1%+3.6pp | 68.1%+17.7pp |
| Annual return | 16.76% | 27.49%-10.7pp | 70.43%-53.7pp | 53.51%-36.7pp |
| Employer contribution / active EE | $6,321 | $3,417+85.0% | $4,593+37.6% | $2,552+147.7% |
| Participant deferral / active EE | $9,984 | $6,496+53.7% | $7,906+26.3% | $4,126+142.0% |
| Admin fee / account holder | $11,192 | $8,415+33.0% | $13,708-18.4% | $7,339+52.5% |