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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 | $136,318 | $121,701+12.0% | $104,639+30.3% | $158,982-14.3% |
| Participation rate | 85.0% | 77.5%+7.5pp | 74.1%+10.9pp | 82.0%+3.0pp |
| Annual return | 15.95% | 465.72%-449.8pp | 340.67%-324.7pp | 302.99%-287.0pp |
| Employer contribution / active EE | $1,688 | $3,165-46.7% | $2,682-37.1% | $4,763-64.6% |
| Participant deferral / active EE | $4,747 | $4,176+13.7% | $3,738+27.0% | $5,983-20.7% |
| Admin fee / account holder | $1,468 | $7,778-81.1% | $6,465-77.3% | $11,252-87.0% |