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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 | $122,814 | $60,442+103.2% | $96,754+26.9% | $87,485+40.4% |
| Participation rate | 84.6% | 58.7%+25.9pp | 70.3%+14.3pp | 68.9%+15.7pp |
| Annual return | 14.65% | 21.97%-7.3pp | 82.04%-67.4pp | 26.06%-11.4pp |
| Employer contribution / active EE | $2,889 | $1,691+70.8% | $2,679+7.8% | $2,596+11.3% |
| Participant deferral / active EE | $5,267 | $3,280+60.6% | $4,758+10.7% | $4,274+23.2% |
| Admin fee / account holder | $860 | $5,069-83.0% | $8,905-90.3% | $7,775-88.9% |