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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 | $126,207 | $99,994+26.2% | $146,647-13.9% | $85,851+47.0% |
| Participation rate | 86.3% | 73.1%+13.2pp | 80.1%+6.2pp | 69.3%+17.0pp |
| Annual return | 11.69% | 18.93%-7.2pp | 22.75%-11.1pp | 318.63%-306.9pp |
| Employer contribution / active EE | $5,886 | $2,559+130.0% | $4,137+42.3% | $2,565+129.4% |
| Participant deferral / active EE | $4,692 | $4,006+17.1% | $5,506-14.8% | $3,952+18.7% |
| Admin fee / account holder | $2,776 | $7,703-64.0% | $10,281-73.0% | $6,261-55.7% |