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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 | $103,056 | $115,796-11.0% | $101,264+1.8% | $158,950-35.2% |
| Participation rate | 85.7% | 79.4%+6.3pp | 75.8%+9.9pp | 82.0%+3.8pp |
| Annual return | 22.60% | 56.15%-33.6pp | 46.48%-23.9pp | 302.91%-280.3pp |
| Employer contribution / active EE | $1,437 | $4,175-65.6% | $3,660-60.7% | $4,762-69.8% |
| Participant deferral / active EE | $4,843 | $4,958-2.3% | $4,370+10.8% | $5,983-19.0% |
| Admin fee / account holder | $21,923 | $7,247+202.5% | $5,947+268.7% | $11,248+94.9% |