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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 | $122,588 | $93,589+31.0% | $135,942-9.8% | $75,181+63.1% |
| Participation rate | 82.4% | 75.2%+7.2pp | 81.9%+0.4pp | 67.2%+15.2pp |
| Annual return | 19.17% | 30.90%-11.7pp | 68.28%-49.1pp | 160.69%-141.5pp |
| Employer contribution / active EE | $5,807 | $3,537+64.2% | $4,858+19.6% | $2,671+117.5% |
| Participant deferral / active EE | $9,172 | $6,405+43.2% | $7,759+18.2% | $4,126+122.3% |
| Admin fee / account holder | $3,448 | $6,977-50.6% | $10,764-68.0% | $5,650-39.0% |