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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 | $111,532 | $106,749+4.5% | $145,433-23.3% | $82,448+35.3% |
| Participation rate | 92.1% | 75.6%+16.5pp | 82.1%+10.0pp | 68.1%+24.0pp |
| Annual return | 16.35% | 27.59%-11.2pp | 66.58%-50.2pp | 41.64%-25.3pp |
| Employer contribution / active EE | $8,215 | $3,444+138.5% | $4,554+80.4% | $2,551+222.0% |
| Participant deferral / active EE | $12,405 | $6,519+90.3% | $7,897+57.1% | $4,139+199.7% |
| Admin fee / account holder | $8,742 | $8,390+4.2% | $13,129-33.4% | $7,234+20.8% |