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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 | $123,698 | $98,240+25.9% | $82,312+50.3% | $147,586-16.2% |
| Participation rate | 93.8% | 79.7%+14.0pp | 76.9%+16.9pp | 82.8%+10.9pp |
| Annual return | 14.49% | 30.85%-16.4pp | 25.88%-11.4pp | 578.59%-564.1pp |
| Employer contribution / active EE | $3,065 | $3,192-4.0% | $2,428+26.2% | $4,876-37.1% |
| Participant deferral / active EE | $4,882 | $4,383+11.4% | $3,706+31.7% | $5,439-10.2% |
| Admin fee / account holder | $14,358 | $8,563+67.7% | $5,608+156.0% | $10,886+31.9% |