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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 | $122,370 | $86,294+41.8% | $111,303+9.9% | $85,856+42.5% |
| Participation rate | 80.0% | 73.3%+6.7pp | 77.3%+2.7pp | 69.3%+10.7pp |
| Annual return | 13.04% | 19.99%-6.9pp | 54.66%-41.6pp | 318.58%-305.5pp |
| Employer contribution / active EE | $557 | $2,043-72.8% | $2,731-79.6% | $2,565-78.3% |
| Participant deferral / active EE | $4,863 | $3,641+33.6% | $4,487+8.4% | $3,952+23.1% |
| Admin fee / account holder | $2,671 | $8,189-67.4% | $7,966-66.5% | $6,261-57.3% |