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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 | $141,049 | $117,895+19.6% | $102,460+37.7% | $145,897-3.3% |
| Participation rate | 88.9% | 78.6%+10.3pp | 76.5%+12.4pp | 80.3%+8.6pp |
| Annual return | 10.77% | 31.92%-21.2pp | 29.47%-18.7pp | 552.29%-541.5pp |
| Employer contribution / active EE | $1,760 | $3,619-51.4% | $3,025-41.8% | $4,663-62.3% |
| Participant deferral / active EE | $4,006 | $5,736-30.2% | $5,056-20.8% | $6,689-40.1% |
| Admin fee / account holder | $4,297 | $13,353-67.8% | $9,460-54.6% | $13,390-67.9% |