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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 | $125,487 | $106,749+17.6% | $145,433-13.7% | $82,448+52.2% |
| Participation rate | 95.2% | 75.6%+19.6pp | 82.1%+13.1pp | 68.1%+27.2pp |
| Annual return | 15.47% | 27.59%-12.1pp | 66.58%-51.1pp | 41.64%-26.2pp |
| Employer contribution / active EE | $5,875 | $3,444+70.6% | $4,554+29.0% | $2,551+130.3% |
| Participant deferral / active EE | $7,832 | $6,519+20.1% | $7,897-0.8% | $4,139+89.2% |
| Admin fee / account holder | $8,862 | $8,390+5.6% | $13,129-32.5% | $7,234+22.5% |