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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 | $125,515 | $146,267-14.2% | $197,124-36.3% | $82,448+52.2% |
| Participation rate | 96.4% | 84.0%+12.4pp | 86.7%+9.7pp | 68.1%+28.4pp |
| Annual return | 21.17% | 29.61%-8.4pp | 44.34%-23.2pp | 41.64%-20.5pp |
| Employer contribution / active EE | $6,206 | $4,723+31.4% | $6,227-0.3% | $2,551+143.3% |
| Participant deferral / active EE | $17,943 | $7,035+155.1% | $9,135+96.4% | $4,139+333.5% |
| Admin fee / account holder | $2,934 | $14,422-79.7% | $16,298-82.0% | $7,234-59.4% |