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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 | $141,456 | $89,370+58.3% | $141,197+0.2% | $72,976+93.8% |
| Participation rate | 85.2% | 75.1%+10.1pp | 82.5%+2.7pp | 69.5%+15.7pp |
| Annual return | 31.88% | 111.88%-80.0pp | 71.41%-39.5pp | 81.02%-49.1pp |
| Employer contribution / active EE | $3,264 | $3,115+4.8% | $4,736-31.1% | $2,440+33.8% |
| Participant deferral / active EE | $7,405 | $5,419+36.6% | $6,710+10.3% | $3,608+105.2% |
| Admin fee / account holder | $1,338 | $5,957-77.5% | $10,265-87.0% | $5,124-73.9% |