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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 | $139,699 | $104,251+34.0% | $91,004+53.5% | $147,586-5.3% |
| Participation rate | 86.7% | 78.2%+8.4pp | 75.6%+11.1pp | 82.8%+3.8pp |
| Annual return | 15.40% | 27.06%-11.7pp | 4.60%+10.8pp | 578.59%-563.2pp |
| Employer contribution / active EE | $1,771 | $3,116-43.2% | $2,456-27.9% | $4,876-63.7% |
| Participant deferral / active EE | $2,409 | $4,195-42.6% | $3,548-32.1% | $5,439-55.7% |
| Admin fee / account holder | $3,808 | $8,948-57.4% | $5,417-29.7% | $10,886-65.0% |