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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 | $116,859 | $91,559+27.6% | $133,978-12.8% | $79,856+46.3% |
| Participation rate | 90.7% | 73.3%+17.4pp | 79.8%+10.9pp | 69.6%+21.1pp |
| Annual return | 15.29% | 61.85%-46.6pp | 45.10%-29.8pp | 31.71%-16.4pp |
| Employer contribution / active EE | $1,626 | $2,384-31.8% | $3,919-58.5% | $2,471-34.2% |
| Participant deferral / active EE | $3,511 | $3,734-6.0% | $5,047-30.4% | $3,741-6.2% |
| Admin fee / account holder | $2,064 | $6,321-67.3% | $8,930-76.9% | $5,306-61.1% |