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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 | $131,213 | $59,440+120.7% | $78,004+68.2% | $82,637+58.8% |
| Participation rate | 89.5% | 62.8%+26.7pp | 69.4%+20.0pp | 68.1%+21.4pp |
| Annual return | 17.46% | 40.24%-22.8pp | 31.07%-13.6pp | 53.51%-36.0pp |
| Employer contribution / active EE | $2,559 | $1,750+46.2% | $2,469+3.6% | $2,552+0.3% |
| Participant deferral / active EE | $3,801 | $3,138+21.1% | $4,092-7.1% | $4,126-7.9% |
| Admin fee / account holder | $776 | $5,504-85.9% | $7,578-89.8% | $7,339-89.4% |