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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 | $117,904+45.4% | $102,457+67.3% | $145,978+17.4% |
| Participation rate | 95.0% | 78.6%+16.4pp | 76.5%+18.5pp | 80.3%+14.7pp |
| Annual return | 10.81% | 31.80%-21.0pp | 29.41%-18.6pp | 550.52%-539.7pp |
| Employer contribution / active EE | $942 | $3,613-73.9% | $3,022-68.8% | $4,662-79.8% |
| Participant deferral / active EE | $5,591 | $5,733-2.5% | $5,054+10.6% | $6,690-16.4% |
| Admin fee / account holder | $5,385 | $13,329-59.6% | $9,451-43.0% | $13,400-59.8% |