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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 | $142,516 | $81,208+75.5% | $98,920+44.1% | $79,856+78.5% |
| Participation rate | 85.7% | 72.5%+13.2pp | 76.0%+9.7pp | 69.6%+16.1pp |
| Annual return | 17.87% | 60.99%-43.1pp | 196.47%-178.6pp | 31.71%-13.8pp |
| Employer contribution / active EE | $2,078 | $1,960+6.0% | $2,689-22.7% | $2,471-15.9% |
| Participant deferral / active EE | $5,490 | $3,265+68.1% | $4,245+29.3% | $3,741+46.8% |
| Admin fee / account holder | $6,619 | $6,013+10.1% | $6,643-0.3% | $5,306+24.7% |