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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 | $132,343 | $107,944+22.6% | $91,994+43.9% | $152,885-13.4% |
| Participation rate | 77.3% | 81.2%-3.9pp | 78.6%-1.4pp | 82.5%-5.2pp |
| Annual return | 23.34% | 89.26%-65.9pp | 69.03%-45.7pp | 345.39%-322.0pp |
| Employer contribution / active EE | $1,240 | $4,210-70.6% | $3,452-64.1% | $4,763-74.0% |
| Participant deferral / active EE | $7,470 | $6,365+17.4% | $5,923+26.1% | $5,851+27.7% |
| Admin fee / account holder | $18,827 | $10,521+78.9% | $7,743+143.1% | $11,598+62.3% |