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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 | $129,020 | $90,745+42.2% | $130,231-0.9% | $75,173+71.6% |
| Participation rate | 92.3% | 71.1%+21.3pp | 76.3%+16.0pp | 67.2%+25.1pp |
| Annual return | 17.69% | 34.45%-16.8pp | 38.86%-21.2pp | 160.72%-143.0pp |
| Employer contribution / active EE | $2,987 | $3,314-9.9% | $4,126-27.6% | $2,671+11.8% |
| Participant deferral / active EE | $8,719 | $5,362+62.6% | $6,799+28.3% | $4,126+111.3% |
| Admin fee / account holder | $13,181 | $6,331+108.2% | $6,020+119.0% | $5,651+133.3% |