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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 | $108,919 | $101,950+6.8% | $125,529-13.2% | $86,983+25.2% |
| Participation rate | 75.0% | 70.2%+4.8pp | 74.7%+0.3pp | 69.5%+5.5pp |
| Annual return | 15.78% | 18.29%-2.5pp | 202.56%-186.8pp | 25.83%-10.1pp |
| Employer contribution / active EE | $5,876 | $2,358+149.2% | $3,058+92.2% | $2,584+127.4% |
| Participant deferral / active EE | $4,172 | $3,862+8.0% | $4,813-13.3% | $4,194-0.5% |
| Admin fee / account holder | $5,780 | $12,791-54.8% | $16,298-64.5% | $7,856-26.4% |