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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 | $130,072 | $123,793+5.1% | $177,840-26.9% | $79,852+62.9% |
| Participation rate | 92.5% | 84.7%+7.8pp | 87.7%+4.7pp | 69.6%+22.8pp |
| Annual return | 19.99% | 22.82%-2.8pp | 48.32%-28.3pp | 31.72%-11.7pp |
| Employer contribution / active EE | $1,526 | $4,095-62.7% | $5,919-74.2% | $2,471-38.3% |
| Participant deferral / active EE | $4,725 | $5,956-20.7% | $7,714-38.7% | $3,740+26.3% |
| Admin fee / account holder | $7,127 | $7,243-1.6% | $12,431-42.7% | $5,306+34.3% |