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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 | $133,498 | $106,524+25.3% | $152,301-12.3% | $87,485+52.6% |
| Participation rate | 93.1% | 75.8%+17.4pp | 82.4%+10.7pp | 68.9%+24.2pp |
| Annual return | 20.61% | 26.89%-6.3pp | 80.50%-59.9pp | 26.06%-5.5pp |
| Employer contribution / active EE | $5,438 | $3,371+61.3% | $4,624+17.6% | $2,596+109.5% |
| Participant deferral / active EE | $11,493 | $6,525+76.1% | $8,004+43.6% | $4,274+168.9% |
| Admin fee / account holder | $7,028 | $8,287-15.2% | $14,398-51.2% | $7,775-9.6% |