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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 | $135,559 | $95,453+42.0% | $112,040+21.0% | $82,448+64.4% |
| Participation rate | 84.3% | 72.8%+11.6pp | 76.5%+7.8pp | 68.1%+16.2pp |
| Annual return | 17.84% | 23.92%-6.1pp | 24.52%-6.7pp | 41.64%-23.8pp |
| Employer contribution / active EE | $6,614 | $2,318+185.3% | $2,954+123.9% | $2,551+159.3% |
| Participant deferral / active EE | $12,647 | $4,224+199.4% | $5,098+148.1% | $4,139+205.5% |
| Admin fee / account holder | $6,698 | $9,013-25.7% | $12,098-44.6% | $7,234-7.4% |