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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 | $126,069 | $152,460-17.3% | $118,746+6.2% | $147,586-14.6% |
| Participation rate | 72.7% | 82.3%-9.5pp | 78.3%-5.5pp | 82.8%-10.1pp |
| Annual return | 18.27% | 17.41%+0.9pp | 24.54%-6.3pp | 578.59%-560.3pp |
| Employer contribution / active EE | $6,797 | $5,046+34.7% | $4,193+62.1% | $4,876+39.4% |
| Participant deferral / active EE | $10,561 | $6,212+70.0% | $5,332+98.0% | $5,439+94.2% |
| Admin fee / account holder | $21,794 | $16,953+28.6% | $10,720+103.3% | $10,886+100.2% |