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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 | $134,945 | $91,559+47.4% | $133,959+0.7% | $79,858+69.0% |
| Participation rate | 92.7% | 73.3%+19.3pp | 79.8%+12.8pp | 69.6%+23.0pp |
| Annual return | 13.52% | 61.85%-48.3pp | 45.09%-31.6pp | 31.72%-18.2pp |
| Employer contribution / active EE | $2,651 | $2,384+11.2% | $3,919-32.3% | $2,471+7.3% |
| Participant deferral / active EE | $6,132 | $3,734+64.2% | $5,047+21.5% | $3,740+64.0% |
| Admin fee / account holder | $5,957 | $6,321-5.8% | $8,928-33.3% | $5,306+12.3% |