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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 | $126,978 | $81,208+56.4% | $98,920+28.4% | $79,852+59.0% |
| Participation rate | 86.6% | 72.5%+14.1pp | 76.0%+10.5pp | 69.6%+16.9pp |
| Annual return | 18.03% | 60.99%-43.0pp | 196.47%-178.4pp | 31.72%-13.7pp |
| Employer contribution / active EE | $2,010 | $1,960+2.6% | $2,689-25.3% | $2,471-18.6% |
| Participant deferral / active EE | $4,983 | $3,265+52.6% | $4,245+17.4% | $3,740+33.2% |
| Admin fee / account holder | $15,116 | $6,013+151.4% | $6,643+127.6% | $5,306+184.9% |