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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 | $100,139+30.0% | $85,187+52.9% | $145,884-10.7% |
| Participation rate | 91.7% | 74.1%+17.6pp | 67.5%+24.1pp | 80.3%+11.4pp |
| Annual return | 11.83% | 84.15%-72.3pp | 66.67%-54.8pp | 551.85%-540.0pp |
| Employer contribution / active EE | $1,893 | $3,238-41.5% | $2,732-30.7% | $4,662-59.4% |
| Participant deferral / active EE | $5,091 | $5,296-3.9% | $4,525+12.5% | $6,690-23.9% |
| Admin fee / account holder | $5,245 | $7,262-27.8% | $6,162-14.9% | $13,392-60.8% |