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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 | $135,031 | $91,559+47.5% | $133,978+0.8% | $79,856+69.1% |
| Participation rate | 92.7% | 73.3%+19.3pp | 79.8%+12.8pp | 69.6%+23.0pp |
| Annual return | 14.28% | 61.85%-47.6pp | 45.10%-30.8pp | 31.71%-17.4pp |
| Employer contribution / active EE | $6,094 | $2,384+155.6% | $3,919+55.5% | $2,471+146.6% |
| Participant deferral / active EE | $4,544 | $3,734+21.7% | $5,047-10.0% | $3,741+21.5% |
| Admin fee / account holder | $2,812 | $6,321-55.5% | $8,930-68.5% | $5,306-47.0% |