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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 | $125,701 | $79,449+58.2% | $189,575-33.7% | $85,847+46.4% |
| Participation rate | 88.0% | 66.0%+22.0pp | 78.4%+9.6pp | 69.3%+18.7pp |
| Annual return | 19.08% | 18.45%+0.6pp | 64.19%-45.1pp | 318.61%-299.5pp |
| Employer contribution / active EE | $1,615 | $2,081-22.4% | $4,412-63.4% | $2,565-37.1% |
| Participant deferral / active EE | $10,190 | $4,051+151.5% | $6,174+65.1% | $3,952+157.8% |
| Admin fee / account holder | $5,972 | $5,377+11.1% | $9,806-39.1% | $6,261-4.6% |