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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 | $129,445 | $91,559+41.4% | $133,978-3.4% | $79,856+62.1% |
| Participation rate | 77.8% | 73.3%+4.4pp | 79.8%-2.1pp | 69.6%+8.1pp |
| Annual return | 15.07% | 61.85%-46.8pp | 45.10%-30.0pp | 31.71%-16.6pp |
| Employer contribution / active EE | $5,259 | $2,384+120.6% | $3,919+34.2% | $2,471+112.8% |
| Participant deferral / active EE | $4,092 | $3,734+9.6% | $5,047-18.9% | $3,741+9.4% |
| Admin fee / account holder | $5,732 | $6,321-9.3% | $8,930-35.8% | $5,306+8.0% |