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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 | $131,722 | $106,280+23.9% | $96,538+36.4% | $139,487-5.6% |
| Participation rate | 85.7% | 77.8%+7.9pp | 74.3%+11.4pp | 80.3%+5.4pp |
| Annual return | 16.27% | 38.48%-22.2pp | 35.74%-19.5pp | 373.84%-357.6pp |
| Employer contribution / active EE | $6,327 | $4,107+54.0% | $3,740+69.2% | $4,755+33.1% |
| Participant deferral / active EE | $2,892 | $5,457-47.0% | $4,880-40.7% | $6,713-56.9% |
| Admin fee / account holder | $1,691 | $7,888-78.6% | $6,737-74.9% | $11,407-85.2% |