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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 | $141,044 | $98,766+42.8% | $149,730-5.8% | $79,852+76.6% |
| Participation rate | 86.7% | 75.8%+10.9pp | 82.5%+4.2pp | 69.6%+17.0pp |
| Annual return | 14.04% | 27.43%-13.4pp | 276.70%-262.7pp | 31.72%-17.7pp |
| Employer contribution / active EE | $3,131 | $3,217-2.7% | $4,645-32.6% | $2,471+26.7% |
| Participant deferral / active EE | $5,862 | $5,681+3.2% | $6,843-14.3% | $3,740+56.7% |
| Admin fee / account holder | $5,516 | $6,052-8.9% | $9,310-40.8% | $5,306+4.0% |