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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 | $100,279+28.7% | $81,353+58.6% | $145,884-11.6% |
| Participation rate | 80.0% | 74.3%+5.7pp | 69.5%+10.5pp | 80.3%-0.3pp |
| Annual return | 15.74% | 34.49%-18.8pp | 24.82%-9.1pp | 551.85%-536.1pp |
| Employer contribution / active EE | $2,862 | $2,979-3.9% | $2,464+16.1% | $4,662-38.6% |
| Participant deferral / active EE | $5,734 | $4,611+24.4% | $3,885+47.6% | $6,690-14.3% |
| Admin fee / account holder | $35,067 | $8,206+327.3% | $5,766+508.1% | $13,392+161.8% |