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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 | $127,005 | $99,875+27.2% | $146,866-13.5% | $86,983+46.0% |
| Participation rate | 75.0% | 75.8%-0.8pp | 82.5%-7.5pp | 69.5%+5.5pp |
| Annual return | 15.38% | 28.10%-12.7pp | 102.85%-87.5pp | 25.83%-10.5pp |
| Employer contribution / active EE | $4,281 | $3,224+32.8% | $4,425-3.2% | $2,584+65.7% |
| Participant deferral / active EE | $11,548 | $6,322+82.7% | $7,759+48.8% | $4,194+175.4% |
| Admin fee / account holder | $9,026 | $7,838+15.2% | $13,620-33.7% | $7,856+14.9% |