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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 | $127,206 | $73,978+72.0% | $96,515+31.8% | $75,173+69.2% |
| Participation rate | 82.2% | 66.4%+15.8pp | 74.3%+7.9pp | 67.2%+15.0pp |
| Annual return | 17.15% | 26.72%-9.6pp | 35.73%-18.6pp | 160.72%-143.6pp |
| Employer contribution / active EE | $5,333 | $2,931+82.0% | $3,740+42.6% | $2,671+99.7% |
| Participant deferral / active EE | $7,143 | $3,660+95.2% | $4,880+46.4% | $4,126+73.1% |
| Admin fee / account holder | $850 | $5,219-83.7% | $6,735-87.4% | $5,651-85.0% |