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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 | $131,935 | $123,793+6.6% | $177,840-25.8% | $79,852+65.2% |
| Participation rate | 81.5% | 84.7%-3.2pp | 87.7%-6.2pp | 69.6%+11.8pp |
| Annual return | 23.81% | 22.82%+1.0pp | 48.32%-24.5pp | 31.72%-7.9pp |
| Employer contribution / active EE | $8,609 | $4,095+110.2% | $5,919+45.5% | $2,471+248.4% |
| Participant deferral / active EE | $19,421 | $5,956+226.1% | $7,714+151.8% | $3,740+419.2% |
| Admin fee / account holder | $12,013 | $7,243+65.9% | $12,431-3.4% | $5,306+126.4% |