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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 | $135,207 | $68,878+96.3% | $120,574+12.1% | $80,935+67.1% |
| Participation rate | 80.8% | 61.7%+19.1pp | 71.9%+8.8pp | 67.7%+13.1pp |
| Annual return | 12.51% | 23.67%-11.2pp | 107.42%-94.9pp | 35.66%-23.1pp |
| Employer contribution / active EE | $2,599 | $2,065+25.9% | $3,471-25.1% | $2,757-5.7% |
| Participant deferral / active EE | $5,809 | $3,189+82.2% | $4,996+16.3% | $4,299+35.1% |
| Admin fee / account holder | $3,527 | $5,782-39.0% | $9,445-62.7% | $6,924-49.1% |