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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 | $97,648+11.5% | $121,663-10.5% | $87,485+24.5% |
| Participation rate | 75.0% | 70.5%+4.5pp | 74.5%+0.5pp | 68.9%+6.1pp |
| Annual return | 15.78% | 18.03%-2.2pp | 147.54%-131.8pp | 26.06%-10.3pp |
| Employer contribution / active EE | $5,876 | $2,300+155.4% | $3,020+94.6% | $2,596+126.3% |
| Participant deferral / active EE | $4,172 | $3,923+6.3% | $4,887-14.6% | $4,274-2.4% |
| Admin fee / account holder | $5,780 | $11,100-47.9% | $14,289-59.6% | $7,775-25.7% |