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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 | $138,121 | $90,486+52.6% | $78,676+75.6% | $273,972-49.6% |
| Participation rate | 81.8% | 76.5%+5.3pp | 73.6%+8.3pp | 83.0%-1.2pp |
| Annual return | 4.43% | 75.62%-71.2pp | 62.19%-57.8pp | 41.46%-37.0pp |
| Employer contribution / active EE | $8,271 | $3,175+160.5% | $2,850+190.2% | $4,869+69.9% |
| Participant deferral / active EE | $8,436 | $3,901+116.2% | $3,517+139.9% | $5,287+59.6% |
| Admin fee / account holder | $16,146 | $5,263+206.8% | $4,510+258.0% | $10,133+59.3% |