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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 | $124,542 | $145,431-14.4% | $211,142-41.0% | $87,485+42.4% |
| Participation rate | 75.7% | 84.7%-9.1pp | 87.3%-11.6pp | 68.9%+6.7pp |
| Annual return | 22.35% | 27.21%-4.9pp | 46.84%-24.5pp | 26.06%-3.7pp |
| Employer contribution / active EE | $6,664 | $4,662+43.0% | $6,442+3.5% | $2,596+156.7% |
| Participant deferral / active EE | $15,892 | $6,859+131.7% | $9,284+71.2% | $4,274+271.9% |
| Admin fee / account holder | $1,272 | $17,052-92.5% | $19,076-93.3% | $7,775-83.6% |