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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 | $131,628 | $106,524+23.6% | $152,301-13.6% | $87,485+50.5% |
| Participation rate | 89.7% | 75.8%+14.0pp | 82.4%+7.3pp | 68.9%+20.8pp |
| Annual return | 22.91% | 26.89%-4.0pp | 80.50%-57.6pp | 26.06%-3.2pp |
| Employer contribution / active EE | $6,485 | $3,371+92.4% | $4,624+40.2% | $2,596+149.8% |
| Participant deferral / active EE | $16,025 | $6,525+145.6% | $8,004+100.2% | $4,274+275.0% |
| Admin fee / account holder | $9,042 | $8,287+9.1% | $14,398-37.2% | $7,775+16.3% |