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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 | $129,670 | $99,994+29.7% | $146,643-11.6% | $85,847+51.0% |
| Participation rate | 79.2% | 73.1%+6.1pp | 80.1%-0.9pp | 69.3%+9.8pp |
| Annual return | 15.57% | 18.93%-3.4pp | 22.75%-7.2pp | 318.61%-303.0pp |
| Employer contribution / active EE | $2,512 | $2,559-1.8% | $4,137-39.3% | $2,565-2.1% |
| Participant deferral / active EE | $7,415 | $4,006+85.1% | $5,506+34.7% | $3,952+87.6% |
| Admin fee / account holder | $6,084 | $7,703-21.0% | $10,280-40.8% | $6,261-2.8% |