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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 | $121,208 | $106,749+13.5% | $145,433-16.7% | $82,448+47.0% |
| Participation rate | 73.3% | 75.6%-2.3pp | 82.1%-8.8pp | 68.1%+5.3pp |
| Annual return | 26.69% | 27.59%-0.9pp | 66.58%-39.9pp | 41.64%-15.0pp |
| Employer contribution / active EE | $6,575 | $3,444+90.9% | $4,554+44.4% | $2,551+157.7% |
| Participant deferral / active EE | $11,481 | $6,519+76.1% | $7,897+45.4% | $4,139+177.4% |
| Admin fee / account holder | $8,860 | $8,390+5.6% | $13,129-32.5% | $7,234+22.5% |