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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 | $124,748 | $81,331+53.4% | $155,534-19.8% | $80,935+54.1% |
| Participation rate | 83.3% | 66.3%+17.1pp | 78.2%+5.1pp | 67.7%+15.7pp |
| Annual return | 12.51% | 33.37%-20.9pp | 64.92%-52.4pp | 35.66%-23.1pp |
| Employer contribution / active EE | $4,692 | $3,105+51.1% | $4,675+0.4% | $2,757+70.2% |
| Participant deferral / active EE | $3,626 | $3,454+5.0% | $5,630-35.6% | $4,299-15.7% |
| Admin fee / account holder | $1,679 | $7,999-79.0% | $15,900-89.4% | $6,924-75.8% |