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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 | $137,750 | $108,825+26.6% | $156,181-11.8% | $82,448+67.1% |
| Participation rate | 71.0% | 72.4%-1.4pp | 78.8%-7.9pp | 68.1%+2.9pp |
| Annual return | 20.30% | 20.59%-0.3pp | 64.87%-44.6pp | 41.64%-21.3pp |
| Employer contribution / active EE | $3,518 | $2,870+22.6% | $4,294-18.1% | $2,551+37.9% |
| Participant deferral / active EE | $8,566 | $4,577+87.1% | $6,132+39.7% | $4,139+106.9% |
| Admin fee / account holder | $7,964 | $9,341-14.7% | $14,586-45.4% | $7,234+10.1% |