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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 | $96,731+32.1% | $123,973+3.1% | $86,983+46.9% |
| Participation rate | 74.4% | 70.0%+4.4pp | 76.7%-2.2pp | 69.5%+4.9pp |
| Annual return | 14.43% | 17.33%-2.9pp | 388.13%-373.7pp | 25.83%-11.4pp |
| Employer contribution / active EE | $5,401 | $3,297+63.8% | $4,126+30.9% | $2,584+109.0% |
| Participant deferral / active EE | $2,606 | $4,152-37.2% | $5,247-50.3% | $4,194-37.9% |
| Admin fee / account holder | $970 | $8,722-88.9% | $11,799-91.8% | $7,856-87.7% |