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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 | $123,882 | $102,422+21.0% | $147,117-15.8% | $80,959+53.0% |
| Participation rate | 82.5% | 75.9%+6.7pp | 82.2%+0.4pp | 67.7%+14.9pp |
| Annual return | 12.84% | 135.16%-122.3pp | 420.54%-407.7pp | 35.67%-22.8pp |
| Employer contribution / active EE | $2,696 | $3,717-27.5% | $4,932-45.3% | $2,757-2.2% |
| Participant deferral / active EE | $7,048 | $6,652+6.0% | $8,065-12.6% | $4,300+63.9% |
| Admin fee / account holder | $3,013 | $7,953-62.1% | $12,993-76.8% | $6,925-56.5% |