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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 | $125,686 | $91,559+37.3% | $133,978-6.2% | $79,856+57.4% |
| Participation rate | 94.4% | 73.3%+21.1pp | 79.8%+14.6pp | 69.6%+24.8pp |
| Annual return | 14.25% | 61.85%-47.6pp | 45.10%-30.8pp | 31.71%-17.5pp |
| Employer contribution / active EE | $2,704 | $2,384+13.4% | $3,919-31.0% | $2,471+9.4% |
| Participant deferral / active EE | $5,851 | $3,734+56.7% | $5,047+15.9% | $3,741+56.4% |
| Admin fee / account holder | $3,148 | $6,321-50.2% | $8,930-64.7% | $5,306-40.7% |