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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 | $140,220 | $107,079+31.0% | $151,266-7.3% | $87,485+60.3% |
| Participation rate | 84.1% | 71.1%+13.0pp | 77.0%+7.1pp | 68.9%+15.2pp |
| Annual return | 17.63% | 22.17%-4.5pp | 180.60%-163.0pp | 26.06%-8.4pp |
| Employer contribution / active EE | $4,475 | $3,174+41.0% | $4,237+5.6% | $2,596+72.4% |
| Participant deferral / active EE | $11,082 | $5,789+91.5% | $7,337+51.1% | $4,274+159.3% |
| Admin fee / account holder | $12,441 | $8,059+54.4% | $13,159-5.5% | $7,775+60.0% |