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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 | $120,422 | $124,425-3.2% | $112,040+7.5% | $137,256-12.3% |
| Participation rate | 81.8% | 79.3%+2.5pp | 76.5%+5.3pp | 80.0%+1.9pp |
| Annual return | 14.62% | 24.72%-10.1pp | 24.52%-9.9pp | 220.34%-205.7pp |
| Employer contribution / active EE | $6,724 | $3,411+97.1% | $2,954+127.6% | $4,156+61.8% |
| Participant deferral / active EE | $15,574 | $5,718+172.4% | $5,098+205.5% | $6,407+143.1% |
| Admin fee / account holder | $11,849 | $15,207-22.1% | $12,098-2.1% | $12,270-3.4% |