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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 | $128,305 | $106,749+20.2% | $145,433-11.8% | $82,448+55.6% |
| Participation rate | 86.8% | 75.6%+11.2pp | 82.1%+4.7pp | 68.1%+18.8pp |
| Annual return | 18.39% | 27.59%-9.2pp | 66.58%-48.2pp | 41.64%-23.3pp |
| Employer contribution / active EE | $6,015 | $3,444+74.6% | $4,554+32.1% | $2,551+135.8% |
| Participant deferral / active EE | $14,268 | $6,519+118.9% | $7,897+80.7% | $4,139+244.7% |
| Admin fee / account holder | $8,467 | $8,390+0.9% | $13,129-35.5% | $7,234+17.0% |