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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 | $126,336 | $91,559+38.0% | $133,978-5.7% | $79,856+58.2% |
| Participation rate | 97.5% | 73.3%+24.2pp | 79.8%+17.7pp | 69.6%+27.9pp |
| Annual return | 10.31% | 61.85%-51.5pp | 45.10%-34.8pp | 31.71%-21.4pp |
| Employer contribution / active EE | $5,374 | $2,384+125.4% | $3,919+37.1% | $2,471+117.5% |
| Participant deferral / active EE | $4,301 | $3,734+15.2% | $5,047-14.8% | $3,741+15.0% |
| Admin fee / account holder | $3,616 | $6,321-42.8% | $8,930-59.5% | $5,306-31.8% |