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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 | $140,239 | $115,931+21.0% | $185,441-24.4% | $86,983+61.2% |
| Participation rate | 86.0% | 73.6%+12.4pp | 80.3%+5.8pp | 69.5%+16.5pp |
| Annual return | 13.07% | 21.47%-8.4pp | 20.16%-7.1pp | 25.83%-12.8pp |
| Employer contribution / active EE | $6,570 | $2,937+123.7% | $4,672+40.6% | $2,584+154.2% |
| Participant deferral / active EE | $3,356 | $4,551-26.3% | $6,152-45.4% | $4,194-20.0% |
| Admin fee / account holder | $1,666 | $10,687-84.4% | $17,890-90.7% | $7,856-78.8% |