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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 | $136,614 | $99,994+36.6% | $146,643-6.8% | $85,847+59.1% |
| Participation rate | 82.7% | 73.1%+9.7pp | 80.1%+2.6pp | 69.3%+13.4pp |
| Annual return | 17.14% | 18.93%-1.8pp | 22.75%-5.6pp | 318.61%-301.5pp |
| Employer contribution / active EE | $3,300 | $2,559+28.9% | $4,137-20.2% | $2,565+28.6% |
| Participant deferral / active EE | $6,815 | $4,006+70.1% | $5,506+23.8% | $3,952+72.4% |
| Admin fee / account holder | $3,495 | $7,703-54.6% | $10,280-66.0% | $6,261-44.2% |