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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 | $130,034 | $106,524+22.1% | $152,301-14.6% | $87,485+48.6% |
| Participation rate | 80.6% | 75.8%+4.8pp | 82.4%-1.9pp | 68.9%+11.6pp |
| Annual return | 15.26% | 26.89%-11.6pp | 80.50%-65.2pp | 26.06%-10.8pp |
| Employer contribution / active EE | $5,064 | $3,371+50.2% | $4,624+9.5% | $2,596+95.1% |
| Participant deferral / active EE | $11,600 | $6,525+77.8% | $8,004+44.9% | $4,274+171.4% |
| Admin fee / account holder | $22,643 | $8,287+173.2% | $14,398+57.3% | $7,775+191.2% |