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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 | $121,554 | $106,247+14.4% | $96,515+25.9% | $139,466-12.8% |
| Participation rate | 77.3% | 77.8%-0.6pp | 74.3%+2.9pp | 80.3%-3.1pp |
| Annual return | 12.40% | 38.47%-26.1pp | 35.73%-23.3pp | 373.66%-361.3pp |
| Employer contribution / active EE | $2,165 | $4,106-47.3% | $3,740-42.1% | $4,754-54.5% |
| Participant deferral / active EE | $4,657 | $5,456-14.6% | $4,880-4.6% | $6,712-30.6% |
| Admin fee / account holder | $16,190 | $7,885+105.3% | $6,735+140.4% | $11,409+41.9% |