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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 | $135,973 | $118,467+14.8% | $98,450+38.1% | $139,456-2.5% |
| Participation rate | 70.0% | 77.5%-7.5pp | 75.2%-5.2pp | 80.3%-10.3pp |
| Annual return | 16.96% | 18.95%-2.0pp | 21.16%-4.2pp | 373.45%-356.5pp |
| Employer contribution / active EE | $5,346 | $3,611+48.1% | $3,049+75.4% | $4,753+12.5% |
| Participant deferral / active EE | $11,587 | $5,393+114.8% | $4,739+144.5% | $6,711+72.6% |
| Admin fee / account holder | $1,724 | $14,057-87.7% | $8,961-80.8% | $11,407-84.9% |