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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 | $133,631 | $78,690+69.8% | $161,489-17.3% | $87,485+52.7% |
| Participation rate | 83.7% | 67.5%+16.2pp | 78.7%+5.0pp | 68.9%+14.7pp |
| Annual return | 13.34% | 32.74%-19.4pp | 89.72%-76.4pp | 26.06%-12.7pp |
| Employer contribution / active EE | $5,306 | $2,588+105.0% | $4,268+24.3% | $2,596+104.4% |
| Participant deferral / active EE | $6,859 | $3,311+107.2% | $5,630+21.8% | $4,274+60.5% |
| Admin fee / account holder | $4,603 | $6,724-31.5% | $16,006-71.2% | $7,775-40.8% |