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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 | $125,109 | $106,524+17.4% | $152,301-17.9% | $87,485+43.0% |
| Participation rate | 78.1% | 75.8%+2.4pp | 82.4%-4.3pp | 68.9%+9.2pp |
| Annual return | 19.33% | 26.89%-7.6pp | 80.50%-61.2pp | 26.06%-6.7pp |
| Employer contribution / active EE | $9,810 | $3,371+191.0% | $4,624+112.1% | $2,596+277.8% |
| Participant deferral / active EE | $18,627 | $6,525+185.5% | $8,004+132.7% | $4,274+335.9% |
| Admin fee / account holder | $12,626 | $8,287+52.4% | $14,398-12.3% | $7,775+62.4% |