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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 | $126,386 | $100,911+25.2% | $90,440+39.7% | $158,966-20.5% |
| Participation rate | 85.7% | 75.0%+10.7pp | 72.7%+13.0pp | 82.0%+3.8pp |
| Annual return | 12.99% | 1726.62%-1713.6pp | 1294.38%-1281.4pp | 302.95%-290.0pp |
| Employer contribution / active EE | $773 | $3,690-79.1% | $3,263-76.3% | $4,762-83.8% |
| Participant deferral / active EE | $1,297 | $4,348-70.2% | $3,964-67.3% | $5,983-78.3% |
| Admin fee / account holder | $1,503 | $6,507-76.9% | $5,615-73.2% | $11,250-86.6% |