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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 | $138,133 | $91,559+50.9% | $133,978+3.1% | $79,856+73.0% |
| Participation rate | 81.3% | 73.3%+7.9pp | 79.8%+1.4pp | 69.6%+11.6pp |
| Annual return | 14.45% | 61.85%-47.4pp | 45.10%-30.6pp | 31.71%-17.3pp |
| Employer contribution / active EE | $3,596 | $2,384+50.8% | $3,919-8.2% | $2,471+45.5% |
| Participant deferral / active EE | $4,970 | $3,734+33.1% | $5,047-1.5% | $3,741+32.9% |
| Admin fee / account holder | $1,542 | $6,321-75.6% | $8,930-82.7% | $5,306-70.9% |