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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 | $137,796 | $68,880+100.1% | $120,580+14.3% | $80,959+70.2% |
| Participation rate | 73.6% | 61.7%+11.9pp | 72.0%+1.6pp | 67.7%+5.9pp |
| Annual return | 12.88% | 23.68%-10.8pp | 107.48%-94.6pp | 35.67%-22.8pp |
| Employer contribution / active EE | $4,844 | $2,066+134.5% | $3,469+39.6% | $2,757+75.7% |
| Participant deferral / active EE | $7,357 | $3,191+130.6% | $4,995+47.3% | $4,300+71.1% |
| Admin fee / account holder | $6,874 | $5,785+18.8% | $9,418-27.0% | $6,925-0.7% |