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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 | $135,112 | $106,749+26.6% | $145,433-7.1% | $82,448+63.9% |
| Participation rate | 77.8% | 75.6%+2.1pp | 82.1%-4.3pp | 68.1%+9.7pp |
| Annual return | 17.11% | 27.59%-10.5pp | 66.58%-49.5pp | 41.64%-24.5pp |
| Employer contribution / active EE | $3,109 | $3,444-9.8% | $4,554-31.7% | $2,551+21.9% |
| Participant deferral / active EE | $9,211 | $6,519+41.3% | $7,897+16.6% | $4,139+122.5% |
| Admin fee / account holder | $13,755 | $8,390+63.9% | $13,129+4.8% | $7,234+90.1% |