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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 | $119,033 | $99,053+20.2% | $88,179+35.0% | $138,895-14.3% |
| Participation rate | 81.3% | 74.2%+7.0pp | 69.1%+12.1pp | 79.9%+1.3pp |
| Annual return | 13.31% | 78.17%-64.9pp | 64.97%-51.7pp | 145.39%-132.1pp |
| Employer contribution / active EE | $4,941 | $2,882+71.5% | $2,549+93.8% | $4,194+17.8% |
| Participant deferral / active EE | $7,916 | $5,225+51.5% | $4,614+71.6% | $6,396+23.8% |
| Admin fee / account holder | $1,189 | $8,748-86.4% | $7,673-84.5% | $12,562-90.5% |