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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 | $124,157 | $96,731+28.4% | $123,973+0.1% | $86,983+42.7% |
| Participation rate | 73.4% | 70.0%+3.4pp | 76.7%-3.2pp | 69.5%+3.9pp |
| Annual return | 12.79% | 17.33%-4.5pp | 388.13%-375.3pp | 25.83%-13.0pp |
| Employer contribution / active EE | $6,878 | $3,297+108.6% | $4,126+66.7% | $2,584+166.1% |
| Participant deferral / active EE | $2,336 | $4,152-43.7% | $5,247-55.5% | $4,194-44.3% |
| Admin fee / account holder | $7,476 | $8,722-14.3% | $11,799-36.6% | $7,856-4.8% |