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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 | $115,809 | $106,749+8.5% | $145,433-20.4% | $82,448+40.5% |
| Participation rate | 85.4% | 75.6%+9.7pp | 82.1%+3.2pp | 68.1%+17.3pp |
| Annual return | 14.99% | 27.59%-12.6pp | 66.58%-51.6pp | 41.64%-26.7pp |
| Employer contribution / active EE | $6,046 | $3,444+75.5% | $4,554+32.8% | $2,551+137.0% |
| Participant deferral / active EE | $9,781 | $6,519+50.0% | $7,897+23.9% | $4,139+136.3% |
| Admin fee / account holder | $8,115 | $8,390-3.3% | $13,129-38.2% | $7,234+12.2% |