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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 | $127,795 | $110,278+15.9% | $95,740+33.5% | $139,466-8.4% |
| Participation rate | 91.7% | 75.7%+15.9pp | 72.3%+19.4pp | 80.3%+11.3pp |
| Annual return | 32.71% | 27.19%+5.5pp | 28.41%+4.3pp | 373.66%-341.0pp |
| Employer contribution / active EE | $1,859 | $3,260-43.0% | $2,836-34.4% | $4,754-60.9% |
| Participant deferral / active EE | $4,972 | $4,674+6.4% | $4,244+17.2% | $6,712-25.9% |
| Admin fee / account holder | $17,916 | $6,613+170.9% | $5,676+215.6% | $11,409+57.0% |