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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 | $123,155 | $78,705+56.5% | $117,860+4.5% | $70,124+75.6% |
| Participation rate | 77.4% | 73.2%+4.2pp | 79.7%-2.2pp | 69.5%+7.9pp |
| Annual return | 17.69% | 23.30%-5.6pp | 335.10%-317.4pp | 73.14%-55.5pp |
| Employer contribution / active EE | $874 | $2,223-60.7% | $3,786-76.9% | $2,342-62.7% |
| Participant deferral / active EE | $5,195 | $3,297+57.6% | $4,482+15.9% | $3,332+55.9% |
| Admin fee / account holder | $5,721 | $5,065+12.9% | $8,021-28.7% | $4,645+23.1% |