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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 | $137,502 | $106,524+29.1% | $152,301-9.7% | $87,485+57.2% |
| Participation rate | 96.4% | 75.8%+20.7pp | 82.4%+14.0pp | 68.9%+27.5pp |
| Annual return | 17.73% | 26.89%-9.2pp | 80.50%-62.8pp | 26.06%-8.3pp |
| Employer contribution / active EE | $10,288 | $3,371+205.2% | $4,624+122.5% | $2,596+296.3% |
| Participant deferral / active EE | $13,977 | $6,525+114.2% | $8,004+74.6% | $4,274+227.1% |
| Admin fee / account holder | $2,237 | $8,287-73.0% | $14,398-84.5% | $7,775-71.2% |