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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 | $135,075 | $96,731+39.6% | $123,973+9.0% | $86,983+55.3% |
| Participation rate | 73.7% | 70.0%+3.7pp | 76.7%-3.0pp | 69.5%+4.1pp |
| Annual return | 17.12% | 17.33%-0.2pp | 388.13%-371.0pp | 25.83%-8.7pp |
| Employer contribution / active EE | $2,390 | $3,297-27.5% | $4,126-42.1% | $2,584-7.5% |
| Participant deferral / active EE | $8,880 | $4,152+113.9% | $5,247+69.2% | $4,194+111.7% |
| Admin fee / account holder | $2,948 | $8,722-66.2% | $11,799-75.0% | $7,856-62.5% |