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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 | $135,332 | $63,861+111.9% | $104,625+29.3% | $79,852+69.5% |
| Participation rate | 86.7% | 64.9%+21.7pp | 74.1%+12.6pp | 69.6%+17.0pp |
| Annual return | 13.40% | 21.30%-7.9pp | 340.60%-327.2pp | 31.72%-18.3pp |
| Employer contribution / active EE | $2,101 | $1,588+32.3% | $2,681-21.6% | $2,471-15.0% |
| Participant deferral / active EE | $5,407 | $2,693+100.8% | $3,738+44.7% | $3,740+44.6% |
| Admin fee / account holder | $5,596 | $4,185+33.7% | $6,465-13.4% | $5,306+5.5% |