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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 | $103,818 | $146,267-29.0% | $197,124-47.3% | $82,448+25.9% |
| Participation rate | 88.9% | 84.0%+4.9pp | 86.7%+2.2pp | 68.1%+20.8pp |
| Annual return | 13.93% | 29.61%-15.7pp | 44.34%-30.4pp | 41.64%-27.7pp |
| Employer contribution / active EE | $7,533 | $4,723+59.5% | $6,227+21.0% | $2,551+195.3% |
| Participant deferral / active EE | $11,916 | $7,035+69.4% | $9,135+30.4% | $4,139+187.9% |
| Admin fee / account holder | $11,091 | $14,422-23.1% | $16,298-31.9% | $7,234+53.3% |