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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 | $123,358 | $110,137+12.0% | $161,149-23.5% | $82,637+49.3% |
| Participation rate | 94.7% | 72.4%+22.4pp | 78.8%+15.9pp | 68.1%+26.7pp |
| Annual return | 18.42% | 20.69%-2.3pp | 21.16%-2.7pp | 53.51%-35.1pp |
| Employer contribution / active EE | $5,335 | $2,856+86.8% | $4,360+22.4% | $2,552+109.0% |
| Participant deferral / active EE | $14,547 | $4,575+218.0% | $6,153+136.4% | $4,126+252.6% |
| Admin fee / account holder | $11,429 | $9,467+20.7% | $15,194-24.8% | $7,339+55.7% |