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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 | $171,400 | $117,829+45.5% | $102,423+67.3% | $145,877+17.5% |
| Participation rate | 95.0% | 78.6%+16.4pp | 76.5%+18.5pp | 80.3%+14.7pp |
| Annual return | 10.81% | 31.83%-21.0pp | 29.42%-18.6pp | 551.28%-540.5pp |
| Employer contribution / active EE | $942 | $3,615-74.0% | $3,023-68.9% | $4,663-79.8% |
| Participant deferral / active EE | $5,591 | $5,732-2.5% | $5,054+10.6% | $6,691-16.4% |
| Admin fee / account holder | $5,385 | $13,335-59.6% | $9,455-43.0% | $13,402-59.8% |