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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 | $65,186 | $106,524-38.8% | $152,301-57.2% | $87,485-25.5% |
| Participation rate | 87.1% | 75.8%+11.3pp | 82.4%+4.6pp | 68.9%+18.2pp |
| Annual return | 16.33% | 26.89%-10.6pp | 80.50%-64.2pp | 26.06%-9.7pp |
| Employer contribution / active EE | $6,082 | $3,371+80.4% | $4,624+31.5% | $2,596+134.3% |
| Participant deferral / active EE | $10,580 | $6,525+62.2% | $8,004+32.2% | $4,274+147.6% |
| Admin fee / account holder | $10,904 | $8,287+31.6% | $14,398-24.3% | $7,775+40.2% |