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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 | $120,209 | $91,198+31.8% | $178,503-32.7% | $79,856+50.5% |
| Participation rate | 87.5% | 69.2%+18.3pp | 81.9%+5.6pp | 69.6%+17.9pp |
| Annual return | 20.44% | 24.20%-3.8pp | 151.12%-130.7pp | 31.71%-11.3pp |
| Employer contribution / active EE | $3,996 | $3,257+22.7% | $5,011-20.3% | $2,471+61.7% |
| Participant deferral / active EE | $4,818 | $3,237+48.9% | $5,202-7.4% | $3,741+28.8% |
| Admin fee / account holder | $2,627 | $6,748-61.1% | $13,987-81.2% | $5,306-50.5% |