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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 | $110,843 | $106,524+4.1% | $152,301-27.2% | $87,485+26.7% |
| Participation rate | 87.5% | 75.8%+11.7pp | 82.4%+5.1pp | 68.9%+18.6pp |
| Annual return | 15.56% | 26.89%-11.3pp | 80.50%-64.9pp | 26.06%-10.5pp |
| Employer contribution / active EE | $5,219 | $3,371+54.8% | $4,624+12.8% | $2,596+101.0% |
| Participant deferral / active EE | $12,727 | $6,525+95.1% | $8,004+59.0% | $4,274+197.8% |
| Admin fee / account holder | $27,418 | $8,287+230.9% | $14,398+90.4% | $7,775+252.7% |