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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 | $116,805 | $106,749+9.4% | $145,433-19.7% | $82,448+41.7% |
| Participation rate | 92.5% | 75.6%+16.9pp | 82.1%+10.4pp | 68.1%+24.4pp |
| Annual return | 17.20% | 27.59%-10.4pp | 66.58%-49.4pp | 41.64%-24.4pp |
| Employer contribution / active EE | $5,771 | $3,444+67.5% | $4,554+26.7% | $2,551+126.2% |
| Participant deferral / active EE | $14,134 | $6,519+116.8% | $7,897+79.0% | $4,139+241.5% |
| Admin fee / account holder | $2,112 | $8,390-74.8% | $13,129-83.9% | $7,234-70.8% |