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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 | $129,015 | $100,262+28.7% | $81,370+58.6% | $145,897-11.6% |
| Participation rate | 80.0% | 74.3%+5.7pp | 69.5%+10.5pp | 80.3%-0.3pp |
| Annual return | 15.74% | 34.52%-18.8pp | 24.85%-9.1pp | 552.29%-536.6pp |
| Employer contribution / active EE | $2,862 | $2,979-3.9% | $2,464+16.1% | $4,663-38.6% |
| Participant deferral / active EE | $5,734 | $4,612+24.3% | $3,885+47.6% | $6,689-14.3% |
| Admin fee / account holder | $35,067 | $8,163+329.6% | $5,749+509.9% | $13,390+161.9% |