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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 | $137,945 | $91,559+50.7% | $133,978+3.0% | $79,856+72.7% |
| Participation rate | 89.7% | 73.3%+16.3pp | 79.8%+9.8pp | 69.6%+20.0pp |
| Annual return | 15.17% | 61.85%-46.7pp | 45.10%-29.9pp | 31.71%-16.5pp |
| Employer contribution / active EE | $2,442 | $2,384+2.4% | $3,919-37.7% | $2,471-1.2% |
| Participant deferral / active EE | $5,842 | $3,734+56.5% | $5,047+15.7% | $3,741+56.2% |
| Admin fee / account holder | $2,832 | $6,321-55.2% | $8,930-68.3% | $5,306-46.6% |