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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 | $124,463 | $108,825+14.4% | $156,181-20.3% | $82,448+51.0% |
| Participation rate | 93.0% | 72.4%+20.6pp | 78.8%+14.2pp | 68.1%+24.9pp |
| Annual return | 14.13% | 20.59%-6.5pp | 64.87%-50.7pp | 41.64%-27.5pp |
| Employer contribution / active EE | $2,109 | $2,870-26.5% | $4,294-50.9% | $2,551-17.3% |
| Participant deferral / active EE | $6,690 | $4,577+46.2% | $6,132+9.1% | $4,139+61.6% |
| Admin fee / account holder | $8,356 | $9,341-10.5% | $14,586-42.7% | $7,234+15.5% |