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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 | $125,177 | $80,992+54.6% | $96,534+29.7% | $75,173+66.5% |
| Participation rate | 90.9% | 71.8%+19.1pp | 76.0%+14.9pp | 67.2%+23.7pp |
| Annual return | 16.19% | 27.05%-10.9pp | 25.88%-9.7pp | 160.72%-144.5pp |
| Employer contribution / active EE | $4,155 | $2,283+82.0% | $2,965+40.1% | $2,671+55.6% |
| Participant deferral / active EE | $10,618 | $3,929+170.2% | $4,851+118.9% | $4,126+157.3% |
| Admin fee / account holder | $2,131 | $6,717-68.3% | $8,253-74.2% | $5,651-62.3% |