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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 | $127,641 | $149,778-14.8% | $118,946+7.3% | $158,966-19.7% |
| Participation rate | 90.0% | 82.1%+7.9pp | 75.4%+14.6pp | 82.0%+8.0pp |
| Annual return | 14.66% | 19.95%-5.3pp | 35.89%-21.2pp | 302.95%-288.3pp |
| Employer contribution / active EE | $1,939 | $4,117-52.9% | $3,263-40.6% | $4,762-59.3% |
| Participant deferral / active EE | $4,748 | $5,225-9.1% | $4,266+11.3% | $5,983-20.6% |
| Admin fee / account holder | $18,711 | $8,604+117.5% | $6,581+184.3% | $11,250+66.3% |