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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 | $99,921+30.3% | $85,009+53.2% | $145,959-10.8% |
| Participation rate | 91.7% | 74.1%+17.6pp | 67.5%+24.2pp | 80.3%+11.4pp |
| Annual return | 11.83% | 83.89%-72.1pp | 66.47%-54.6pp | 561.95%-550.1pp |
| Employer contribution / active EE | $1,893 | $3,233-41.5% | $2,728-30.6% | $4,661-59.4% |
| Participant deferral / active EE | $5,091 | $5,293-3.8% | $4,522+12.6% | $6,689-23.9% |
| Admin fee / account holder | $5,245 | $7,252-27.7% | $6,153-14.8% | $13,398-60.9% |