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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 | $89,259+39.1% | $107,187+15.8% | $82,637+50.2% |
| Participation rate | 73.4% | 67.9%+5.5pp | 75.0%-1.6pp | 68.1%+5.4pp |
| Annual return | 12.79% | 21.02%-8.2pp | 204.55%-191.8pp | 53.51%-40.7pp |
| Employer contribution / active EE | $6,878 | $3,080+123.3% | $3,782+81.9% | $2,552+169.5% |
| Participant deferral / active EE | $2,336 | $4,037-42.1% | $5,096-54.2% | $4,126-43.4% |
| Admin fee / account holder | $7,476 | $7,381+1.3% | $9,162-18.4% | $7,339+1.9% |