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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 | $100,073+30.1% | $85,126+53.0% | $145,877-10.7% |
| Participation rate | 91.7% | 74.1%+17.6pp | 67.5%+24.1pp | 80.3%+11.4pp |
| Annual return | 11.83% | 84.11%-72.3pp | 66.63%-54.8pp | 551.28%-539.5pp |
| Employer contribution / active EE | $1,893 | $3,236-41.5% | $2,731-30.7% | $4,663-59.4% |
| Participant deferral / active EE | $5,091 | $5,294-3.8% | $4,523+12.5% | $6,691-23.9% |
| Admin fee / account holder | $5,245 | $7,261-27.8% | $6,160-14.9% | $13,402-60.9% |