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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 | $106,749+23.3% | $145,433-9.5% | $82,448+59.7% |
| Participation rate | 89.7% | 75.6%+14.1pp | 82.1%+7.6pp | 68.1%+21.7pp |
| Annual return | 22.91% | 27.59%-4.7pp | 66.58%-43.7pp | 41.64%-18.7pp |
| Employer contribution / active EE | $6,485 | $3,444+88.3% | $4,554+42.4% | $2,551+154.2% |
| Participant deferral / active EE | $16,025 | $6,519+145.8% | $7,897+102.9% | $4,139+287.2% |
| Admin fee / account holder | $9,042 | $8,390+7.8% | $13,129-31.1% | $7,234+25.0% |