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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 | $121,930 | $91,559+33.2% | $133,978-9.0% | $79,856+52.7% |
| Participation rate | 97.0% | 73.3%+23.7pp | 79.8%+17.2pp | 69.6%+27.4pp |
| Annual return | 13.34% | 61.85%-48.5pp | 45.10%-31.8pp | 31.71%-18.4pp |
| Employer contribution / active EE | $3,981 | $2,384+67.0% | $3,919+1.6% | $2,471+61.1% |
| Participant deferral / active EE | $6,108 | $3,734+63.6% | $5,047+21.0% | $3,741+63.3% |
| Admin fee / account holder | $3,123 | $6,321-50.6% | $8,930-65.0% | $5,306-41.1% |