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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 | $131,697 | $91,198+44.4% | $178,503-26.2% | $79,856+64.9% |
| Participation rate | 84.3% | 69.2%+15.1pp | 81.9%+2.4pp | 69.6%+14.7pp |
| Annual return | 19.18% | 24.20%-5.0pp | 151.12%-131.9pp | 31.71%-12.5pp |
| Employer contribution / active EE | $2,374 | $3,257-27.1% | $5,011-52.6% | $2,471-3.9% |
| Participant deferral / active EE | $5,908 | $3,237+82.5% | $5,202+13.6% | $3,741+57.9% |
| Admin fee / account holder | $7,338 | $6,748+8.7% | $13,987-47.5% | $5,306+38.3% |