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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 | $129,986 | $106,524+22.0% | $152,301-14.7% | $87,485+48.6% |
| Participation rate | 79.2% | 75.8%+3.4pp | 82.4%-3.3pp | 68.9%+10.2pp |
| Annual return | 14.77% | 26.89%-12.1pp | 80.50%-65.7pp | 26.06%-11.3pp |
| Employer contribution / active EE | $6,451 | $3,371+91.4% | $4,624+39.5% | $2,596+148.5% |
| Participant deferral / active EE | $11,152 | $6,525+70.9% | $8,004+39.3% | $4,274+161.0% |
| Admin fee / account holder | $2,889 | $8,287-65.1% | $14,398-79.9% | $7,775-62.8% |