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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 | $231,080 | $153,769+50.3% | $133,975+72.5% | $273,972-15.7% |
| Participation rate | 91.3% | 88.4%+2.9pp | 87.1%+4.2pp | 83.0%+8.3pp |
| Annual return | 6.86% | 36.51%-29.7pp | 29.29%-22.4pp | 41.46%-34.6pp |
| Employer contribution / active EE | $14,836 | $6,029+146.1% | $5,211+184.7% | $4,869+204.7% |
| Participant deferral / active EE | $9,798 | $6,958+40.8% | $6,282+56.0% | $5,287+85.3% |
| Admin fee / account holder | $2,507 | $11,765-78.7% | $9,324-73.1% | $10,133-75.3% |