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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 | $132,697 | $78,197+69.7% | $98,090+35.3% | $82,637+60.6% |
| Participation rate | 80.7% | 77.5%+3.3pp | 81.5%-0.8pp | 68.1%+12.7pp |
| Annual return | 17.33% | 40.25%-22.9pp | 37.05%-19.7pp | 53.51%-36.2pp |
| Employer contribution / active EE | $3,357 | $2,605+28.9% | $3,606-6.9% | $2,552+31.6% |
| Participant deferral / active EE | $10,105 | $6,636+52.3% | $7,845+28.8% | $4,126+144.9% |
| Admin fee / account holder | $6,358 | $14,832-57.1% | $11,815-46.2% | $7,339-13.4% |