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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 | $120,039 | $91,559+31.1% | $133,971-10.4% | $79,852+50.3% |
| Participation rate | 92.5% | 73.3%+19.2pp | 79.8%+12.7pp | 69.6%+22.9pp |
| Annual return | 18.24% | 61.85%-43.6pp | 45.09%-26.9pp | 31.72%-13.5pp |
| Employer contribution / active EE | $2,986 | $2,384+25.3% | $3,919-23.8% | $2,471+20.8% |
| Participant deferral / active EE | $6,358 | $3,734+70.3% | $5,047+26.0% | $3,740+70.0% |
| Admin fee / account holder | $1,527 | $6,321-75.8% | $8,929-82.9% | $5,306-71.2% |