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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 | $133,073 | $81,276+63.7% | $155,574-14.5% | $80,925+64.4% |
| Participation rate | 83.3% | 66.2%+17.1pp | 78.2%+5.1pp | 67.7%+15.7pp |
| Annual return | 12.59% | 33.36%-20.8pp | 64.87%-52.3pp | 35.65%-23.1pp |
| Employer contribution / active EE | $3,662 | $3,103+18.0% | $4,676-21.7% | $2,756+32.9% |
| Participant deferral / active EE | $7,184 | $3,453+108.0% | $5,629+27.6% | $4,299+67.1% |
| Admin fee / account holder | $12,336 | $7,993+54.3% | $15,914-22.5% | $6,940+77.8% |