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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 | $106,749-38.9% | $145,433-55.2% | $82,448-20.9% |
| Participation rate | 87.1% | 75.6%+11.4pp | 82.1%+5.0pp | 68.1%+19.0pp |
| Annual return | 16.33% | 27.59%-11.3pp | 66.58%-50.2pp | 41.64%-25.3pp |
| Employer contribution / active EE | $6,082 | $3,444+76.6% | $4,554+33.5% | $2,551+138.4% |
| Participant deferral / active EE | $10,580 | $6,519+62.3% | $7,897+34.0% | $4,139+155.6% |
| Admin fee / account holder | $10,904 | $8,390+30.0% | $13,129-16.9% | $7,234+50.7% |