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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 | $122,413 | $91,559+33.7% | $133,978-8.6% | $79,856+53.3% |
| Participation rate | 84.6% | 73.3%+11.3pp | 79.8%+4.8pp | 69.6%+15.0pp |
| Annual return | 13.12% | 61.85%-48.7pp | 45.10%-32.0pp | 31.71%-18.6pp |
| Employer contribution / active EE | $1,016 | $2,384-57.4% | $3,919-74.1% | $2,471-58.9% |
| Participant deferral / active EE | $4,775 | $3,734+27.9% | $5,047-5.4% | $3,741+27.7% |
| Admin fee / account holder | $10,458 | $6,321+65.4% | $8,930+17.1% | $5,306+97.1% |