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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 | $123,363 | $89,370+38.0% | $141,197-12.6% | $72,976+69.0% |
| Participation rate | 87.9% | 75.1%+12.7pp | 82.5%+5.4pp | 69.5%+18.4pp |
| Annual return | 23.32% | 111.88%-88.6pp | 71.41%-48.1pp | 81.02%-57.7pp |
| Employer contribution / active EE | $3,114 | $3,1150% | $4,736-34.3% | $2,440+27.6% |
| Participant deferral / active EE | $5,566 | $5,419+2.7% | $6,710-17.1% | $3,608+54.3% |
| Admin fee / account holder | $7,017 | $5,957+17.8% | $10,265-31.6% | $5,124+36.9% |