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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 | $126,191 | $58,627+115.2% | $76,735+64.5% | $82,448+53.1% |
| Participation rate | 85.7% | 63.2%+22.5pp | 69.5%+16.2pp | 68.1%+17.6pp |
| Annual return | 13.55% | 39.10%-25.6pp | 29.77%-16.2pp | 41.64%-28.1pp |
| Employer contribution / active EE | $3,768 | $1,729+117.9% | $2,454+53.5% | $2,551+47.7% |
| Participant deferral / active EE | $6,935 | $3,134+121.3% | $4,088+69.6% | $4,139+67.5% |
| Admin fee / account holder | $4,855 | $5,323-8.8% | $7,189-32.5% | $7,234-32.9% |