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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 | $114,539 | $95,406+20.1% | $185,849-38.4% | $85,847+33.4% |
| Participation rate | 88.9% | 68.8%+20.1pp | 81.7%+7.2pp | 69.3%+19.6pp |
| Annual return | 15.98% | 23.59%-7.6pp | 122.10%-106.1pp | 318.61%-302.6pp |
| Employer contribution / active EE | $1,161 | $3,314-65.0% | $5,169-77.5% | $2,565-54.7% |
| Participant deferral / active EE | $4,286 | $3,424+25.2% | $5,569-23.0% | $3,952+8.5% |
| Admin fee / account holder | $19,137 | $7,214+165.3% | $16,244+17.8% | $6,261+205.7% |