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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 | $135,157 | $103,393+30.7% | $87,103+55.2% | $152,909-11.6% |
| Participation rate | 88.9% | 79.4%+9.5pp | 76.9%+12.0pp | 82.5%+6.4pp |
| Annual return | 25.12% | 28.10%-3.0pp | 28.19%-3.1pp | 345.46%-320.3pp |
| Employer contribution / active EE | $1,337 | $3,221-58.5% | $2,521-47.0% | $4,764-71.9% |
| Participant deferral / active EE | $3,028 | $4,778-36.6% | $4,049-25.2% | $5,851-48.3% |
| Admin fee / account holder | $3,507 | $12,195-71.2% | $7,491-53.2% | $11,601-69.8% |