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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 | $114,725 | $123,793-7.3% | $177,840-35.5% | $79,852+43.7% |
| Participation rate | 74.4% | 84.7%-10.2pp | 87.7%-13.3pp | 69.6%+4.8pp |
| Annual return | 21.51% | 22.82%-1.3pp | 48.32%-26.8pp | 31.72%-10.2pp |
| Employer contribution / active EE | $10,926 | $4,095+166.8% | $5,919+84.6% | $2,471+342.2% |
| Participant deferral / active EE | $5,138 | $5,956-13.7% | $7,714-33.4% | $3,740+37.4% |
| Admin fee / account holder | $6,005 | $7,243-17.1% | $12,431-51.7% | $5,306+13.2% |