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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 | $118,291 | $91,179+29.7% | $178,499-33.7% | $79,852+48.1% |
| Participation rate | 87.2% | 69.2%+18.0pp | 81.9%+5.3pp | 69.6%+17.5pp |
| Annual return | 14.42% | 24.19%-9.8pp | 151.10%-136.7pp | 31.72%-17.3pp |
| Employer contribution / active EE | $2,973 | $3,256-8.7% | $5,011-40.7% | $2,471+20.3% |
| Participant deferral / active EE | $8,478 | $3,236+162.0% | $5,202+63.0% | $3,740+126.7% |
| Admin fee / account holder | $6,684 | $6,749-1.0% | $13,986-52.2% | $5,306+26.0% |