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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 | $118,720 | $106,749+11.2% | $145,433-18.4% | $82,448+44.0% |
| Participation rate | 90.0% | 75.6%+14.4pp | 82.1%+7.9pp | 68.1%+21.9pp |
| Annual return | 20.57% | 27.59%-7.0pp | 66.58%-46.0pp | 41.64%-21.1pp |
| Employer contribution / active EE | $5,351 | $3,444+55.4% | $4,554+17.5% | $2,551+109.8% |
| Participant deferral / active EE | $9,902 | $6,519+51.9% | $7,897+25.4% | $4,139+139.2% |
| Admin fee / account holder | $2,151 | $8,390-74.4% | $13,129-83.6% | $7,234-70.3% |