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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 | $99,875+25.6% | $146,866-14.6% | $86,983+44.3% |
| Participation rate | 95.2% | 75.8%+19.4pp | 82.5%+12.7pp | 69.5%+25.7pp |
| Annual return | 15.47% | 28.10%-12.6pp | 102.85%-87.4pp | 25.83%-10.4pp |
| Employer contribution / active EE | $5,875 | $3,224+82.2% | $4,425+32.8% | $2,584+127.3% |
| Participant deferral / active EE | $7,832 | $6,322+23.9% | $7,759+0.9% | $4,194+86.7% |
| Admin fee / account holder | $8,862 | $7,838+13.1% | $13,620-34.9% | $7,856+12.8% |