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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 | $134,610 | $58,311+130.8% | $81,882+64.4% | $80,959+66.3% |
| Participation rate | 71.4% | 63.5%+7.9pp | 72.4%-1.0pp | 67.7%+3.8pp |
| Annual return | 12.80% | 41.85%-29.0pp | 779.47%-766.7pp | 35.67%-22.9pp |
| Employer contribution / active EE | $2,876 | $2,347+22.6% | $2,916-1.4% | $2,757+4.3% |
| Participant deferral / active EE | $5,731 | $3,287+74.4% | $4,323+32.6% | $4,300+33.3% |
| Admin fee / account holder | $4,529 | $4,752-4.7% | $7,360-38.5% | $6,925-34.6% |