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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 | $127,845 | $146,267-12.6% | $197,124-35.1% | $82,448+55.1% |
| Participation rate | 93.9% | 84.0%+9.9pp | 86.7%+7.2pp | 68.1%+25.8pp |
| Annual return | 29.49% | 29.61%-0.1pp | 44.34%-14.9pp | 41.64%-12.1pp |
| Employer contribution / active EE | $10,332 | $4,723+118.7% | $6,227+65.9% | $2,551+305.0% |
| Participant deferral / active EE | $14,991 | $7,035+113.1% | $9,135+64.1% | $4,139+262.2% |
| Admin fee / account holder | $5,570 | $14,422-61.4% | $16,298-65.8% | $7,234-23.0% |