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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 | $114,442 | $99,053+15.5% | $88,179+29.8% | $138,895-17.6% |
| Participation rate | 87.5% | 74.2%+13.3pp | 69.1%+18.4pp | 79.9%+7.6pp |
| Annual return | 19.77% | 78.17%-58.4pp | 64.97%-45.2pp | 145.39%-125.6pp |
| Employer contribution / active EE | $6,814 | $2,882+136.4% | $2,549+167.3% | $4,194+62.5% |
| Participant deferral / active EE | $13,977 | $5,225+167.5% | $4,614+202.9% | $6,396+118.5% |
| Admin fee / account holder | $719 | $8,748-91.8% | $7,673-90.6% | $12,562-94.3% |