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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 | $126,156 | $96,731+30.4% | $123,973+1.8% | $86,983+45.0% |
| Participation rate | 80.8% | 70.0%+10.8pp | 76.7%+4.1pp | 69.5%+11.2pp |
| Annual return | 12.44% | 17.33%-4.9pp | 388.13%-375.7pp | 25.83%-13.4pp |
| Employer contribution / active EE | $3,499 | $3,297+6.1% | $4,126-15.2% | $2,584+35.4% |
| Participant deferral / active EE | $8,369 | $4,152+101.6% | $5,247+59.5% | $4,194+99.6% |
| Admin fee / account holder | $3,249 | $8,722-62.8% | $11,799-72.5% | $7,856-58.6% |