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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 | $124,561 | $91,559+36.0% | $133,978-7.0% | $79,856+56.0% |
| Participation rate | 93.8% | 73.3%+20.4pp | 79.8%+13.9pp | 69.6%+24.1pp |
| Annual return | 13.56% | 61.85%-48.3pp | 45.10%-31.5pp | 31.71%-18.2pp |
| Employer contribution / active EE | $757 | $2,384-68.3% | $3,919-80.7% | $2,471-69.4% |
| Participant deferral / active EE | $5,574 | $3,734+49.3% | $5,047+10.4% | $3,741+49.0% |
| Admin fee / account holder | $14,638 | $6,321+131.6% | $8,930+63.9% | $5,306+175.9% |