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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 | $133,777 | $85,766+56.0% | $136,295-1.8% | $70,131+90.8% |
| Participation rate | 84.2% | 74.2%+10.1pp | 81.9%+2.3pp | 69.5%+14.7pp |
| Annual return | 20.18% | 31.45%-11.3pp | 5155.97%-5135.8pp | 73.14%-53.0pp |
| Employer contribution / active EE | $2,663 | $2,966-10.2% | $4,695-43.3% | $2,342+13.7% |
| Participant deferral / active EE | $6,802 | $5,051+34.7% | $6,247+8.9% | $3,332+104.2% |
| Admin fee / account holder | $2,657 | $5,420-51.0% | $9,243-71.3% | $4,645-42.8% |