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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 | $106,749+17.2% | $145,433-14.0% | $82,448+51.7% |
| Participation rate | 78.1% | 75.6%+2.5pp | 82.1%-4.0pp | 68.1%+10.1pp |
| Annual return | 19.33% | 27.59%-8.3pp | 66.58%-47.2pp | 41.64%-22.3pp |
| Employer contribution / active EE | $9,810 | $3,444+184.8% | $4,554+115.4% | $2,551+284.5% |
| Participant deferral / active EE | $18,627 | $6,519+185.7% | $7,897+135.9% | $4,139+350.0% |
| Admin fee / account holder | $12,626 | $8,390+50.5% | $13,129-3.8% | $7,234+74.5% |