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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 | $128,027 | $91,559+39.8% | $133,959-4.4% | $79,858+60.3% |
| Participation rate | 83.1% | 73.3%+9.7pp | 79.8%+3.2pp | 69.6%+13.4pp |
| Annual return | 17.16% | 61.85%-44.7pp | 45.09%-27.9pp | 31.72%-14.6pp |
| Employer contribution / active EE | $2,300 | $2,384-3.5% | $3,919-41.3% | $2,471-6.9% |
| Participant deferral / active EE | $5,051 | $3,734+35.3% | $5,047+0.1% | $3,740+35.1% |
| Admin fee / account holder | $3,661 | $6,321-42.1% | $8,928-59.0% | $5,306-31.0% |