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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 | $93,345+44.7% | $119,126+13.4% | $87,485+54.4% |
| Participation rate | 73.7% | 68.7%+4.9pp | 75.8%-2.1pp | 68.9%+4.8pp |
| Annual return | 17.12% | 19.08%-2.0pp | 282.11%-265.0pp | 26.06%-8.9pp |
| Employer contribution / active EE | $2,390 | $3,172-24.7% | $4,034-40.8% | $2,596-8.0% |
| Participant deferral / active EE | $8,880 | $4,099+116.7% | $5,318+67.0% | $4,274+107.8% |
| Admin fee / account holder | $2,948 | $8,039-63.3% | $10,693-72.4% | $7,775-62.1% |