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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 | $119,235 | $106,524+11.9% | $152,301-21.7% | $87,485+36.3% |
| Participation rate | 86.0% | 75.8%+10.2pp | 82.4%+3.6pp | 68.9%+17.1pp |
| Annual return | 17.36% | 26.89%-9.5pp | 80.50%-63.1pp | 26.06%-8.7pp |
| Employer contribution / active EE | $6,295 | $3,371+86.7% | $4,624+36.1% | $2,596+142.5% |
| Participant deferral / active EE | $11,268 | $6,525+72.7% | $8,004+40.8% | $4,274+163.7% |
| Admin fee / account holder | $10,734 | $8,287+29.5% | $14,398-25.4% | $7,775+38.1% |