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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 | $134,835 | $78,690+71.3% | $161,489-16.5% | $87,485+54.1% |
| Participation rate | 92.2% | 67.5%+24.7pp | 78.7%+13.5pp | 68.9%+23.2pp |
| Annual return | 14.83% | 32.74%-17.9pp | 89.72%-74.9pp | 26.06%-11.2pp |
| Employer contribution / active EE | $3,681 | $2,588+42.2% | $4,268-13.8% | $2,596+41.8% |
| Participant deferral / active EE | $6,919 | $3,311+109.0% | $5,630+22.9% | $4,274+61.9% |
| Admin fee / account holder | $20,731 | $6,724+208.3% | $16,006+29.5% | $7,775+166.6% |