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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 | $127,780 | $88,672+44.1% | $105,223+21.4% | $82,448+55.0% |
| Participation rate | 74.4% | 67.9%+6.5pp | 75.0%-0.6pp | 68.1%+6.4pp |
| Annual return | 14.43% | 30.86%-16.4pp | 180.65%-166.2pp | 41.64%-27.2pp |
| Employer contribution / active EE | $5,401 | $3,048+77.2% | $3,689+46.4% | $2,551+111.7% |
| Participant deferral / active EE | $2,606 | $4,036-35.4% | $5,072-48.6% | $4,139-37.0% |
| Admin fee / account holder | $970 | $7,146-86.4% | $8,859-89.1% | $7,234-86.6% |