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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 | $171,476 | $91,559+87.3% | $133,971+28.0% | $79,852+114.7% |
| Participation rate | 86.0% | 73.3%+12.7pp | 79.8%+6.2pp | 69.6%+16.4pp |
| Annual return | 13.30% | 61.85%-48.6pp | 45.09%-31.8pp | 31.72%-18.4pp |
| Employer contribution / active EE | $1,360 | $2,384-43.0% | $3,919-65.3% | $2,471-45.0% |
| Participant deferral / active EE | $7,498 | $3,734+100.8% | $5,047+48.6% | $3,740+100.5% |
| Admin fee / account holder | $5,538 | $6,321-12.4% | $8,929-38.0% | $5,306+4.4% |