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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 | $132,460 | $88,672+49.4% | $105,223+25.9% | $82,448+60.7% |
| Participation rate | 94.0% | 67.9%+26.1pp | 75.0%+19.0pp | 68.1%+25.9pp |
| Annual return | 16.29% | 30.86%-14.6pp | 180.65%-164.4pp | 41.64%-25.3pp |
| Employer contribution / active EE | $3,745 | $3,048+22.9% | $3,689+1.5% | $2,551+46.8% |
| Participant deferral / active EE | $7,158 | $4,036+77.4% | $5,072+41.1% | $4,139+72.9% |
| Admin fee / account holder | $3,158 | $7,146-55.8% | $8,859-64.4% | $7,234-56.4% |