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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 | $123,056 | $104,251+18.0% | $91,004+35.2% | $147,586-16.6% |
| Participation rate | 85.7% | 78.2%+7.5pp | 75.6%+10.1pp | 82.8%+2.9pp |
| Annual return | 9.40% | 27.06%-17.7pp | 4.60%+4.8pp | 578.59%-569.2pp |
| Employer contribution / active EE | $1,361 | $3,116-56.3% | $2,456-44.6% | $4,876-72.1% |
| Participant deferral / active EE | $4,706 | $4,195+12.2% | $3,548+32.6% | $5,439-13.5% |
| Admin fee / account holder | $6,049 | $8,948-32.4% | $5,417+11.7% | $10,886-44.4% |