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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 | $133,317 | $93,598+42.4% | $135,974-2.0% | $75,173+77.3% |
| Participation rate | 96.6% | 75.2%+21.4pp | 81.9%+14.6pp | 67.2%+29.3pp |
| Annual return | 17.56% | 30.89%-13.3pp | 68.30%-50.7pp | 160.72%-143.2pp |
| Employer contribution / active EE | $5,069 | $3,538+43.3% | $4,859+4.3% | $2,671+89.8% |
| Participant deferral / active EE | $10,666 | $6,405+66.5% | $7,760+37.5% | $4,126+158.5% |
| Admin fee / account holder | $2,104 | $6,978-69.8% | $10,767-80.5% | $5,651-62.8% |