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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 | $136,801 | $106,749+28.2% | $145,433-5.9% | $82,448+65.9% |
| Participation rate | 77.8% | 75.6%+2.1pp | 82.1%-4.3pp | 68.1%+9.7pp |
| Annual return | 15.66% | 27.59%-11.9pp | 66.58%-50.9pp | 41.64%-26.0pp |
| Employer contribution / active EE | $4,059 | $3,444+17.9% | $4,554-10.9% | $2,551+59.1% |
| Participant deferral / active EE | $6,496 | $6,519-0.3% | $7,897-17.7% | $4,139+56.9% |
| Admin fee / account holder | $8,090 | $8,390-3.6% | $13,129-38.4% | $7,234+11.8% |