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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 | $127,506 | $59,123+115.7% | $77,183+65.2% | $75,181+69.6% |
| Participation rate | 89.7% | 63.9%+25.8pp | 69.6%+20.1pp | 67.2%+22.5pp |
| Annual return | 16.66% | 26.72%-10.1pp | 37.89%-21.2pp | 160.69%-144.0pp |
| Employer contribution / active EE | $3,618 | $1,996+81.3% | $2,534+42.8% | $2,671+35.5% |
| Participant deferral / active EE | $7,876 | $2,999+162.6% | $3,833+105.5% | $4,126+90.9% |
| Admin fee / account holder | $5,889 | $4,776+23.3% | $5,475+7.6% | $5,650+4.2% |