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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 | $140,988 | $65,364+115.7% | $92,909+51.7% | $72,975+93.2% |
| Participation rate | 71.4% | 68.3%+3.1pp | 76.0%-4.6pp | 69.5%+1.9pp |
| Annual return | 18.17% | 42.11%-23.9pp | 109.44%-91.3pp | 81.01%-62.8pp |
| Employer contribution / active EE | $4,284 | $2,594+65.1% | $3,653+17.3% | $2,440+75.6% |
| Participant deferral / active EE | $4,817 | $3,128+54.0% | $4,238+13.7% | $3,608+33.5% |
| Admin fee / account holder | $4,143 | $4,251-2.5% | $5,795-28.5% | $5,124-19.1% |