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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 | $106,749+3.8% | $145,433-23.8% | $82,448+34.4% |
| Participation rate | 87.5% | 75.6%+11.9pp | 82.1%+5.4pp | 68.1%+19.4pp |
| Annual return | 15.56% | 27.59%-12.0pp | 66.58%-51.0pp | 41.64%-26.1pp |
| Employer contribution / active EE | $5,219 | $3,444+51.5% | $4,554+14.6% | $2,551+104.6% |
| Participant deferral / active EE | $12,727 | $6,519+95.2% | $7,897+61.2% | $4,139+207.5% |
| Admin fee / account holder | $27,418 | $8,390+226.8% | $13,129+108.8% | $7,234+279.0% |