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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 | $129,032 | $68,852+87.4% | $120,524+7.1% | $80,925+59.4% |
| Participation rate | 94.1% | 61.6%+32.5pp | 71.9%+22.2pp | 67.7%+26.5pp |
| Annual return | 12.52% | 23.67%-11.1pp | 107.36%-94.8pp | 35.65%-23.1pp |
| Employer contribution / active EE | $3,730 | $2,063+80.8% | $3,469+7.5% | $2,756+35.3% |
| Participant deferral / active EE | $4,403 | $3,187+38.2% | $4,994-11.8% | $4,299+2.4% |
| Admin fee / account holder | $3,285 | $5,781-43.2% | $9,440-65.2% | $6,940-52.7% |