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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 | $130,212 | $100,203+29.9% | $85,240+52.8% | $145,897-10.8% |
| Participation rate | 91.7% | 74.1%+17.6pp | 67.5%+24.1pp | 80.3%+11.4pp |
| Annual return | 11.83% | 84.28%-72.5pp | 66.75%-54.9pp | 552.29%-540.5pp |
| Employer contribution / active EE | $1,893 | $3,242-41.6% | $2,735-30.8% | $4,663-59.4% |
| Participant deferral / active EE | $5,091 | $5,299-3.9% | $4,527+12.4% | $6,689-23.9% |
| Admin fee / account holder | $5,245 | $7,265-27.8% | $6,165-14.9% | $13,390-60.8% |