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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 | $137,010 | $156,616-12.5% | $133,346+2.7% | $198,609-31.0% |
| Participation rate | 87.5% | 77.7%+9.8pp | 72.8%+14.7pp | 82.4%+5.1pp |
| Annual return | 10.79% | 44.25%-33.5pp | 36.85%-26.1pp | 202.70%-191.9pp |
| Employer contribution / active EE | $2,570 | $3,368-23.7% | $2,853-9.9% | $5,055-49.2% |
| Participant deferral / active EE | $6,472 | $4,920+31.6% | $4,332+49.4% | $6,977-7.2% |
| Admin fee / account holder | $4,830 | $17,468-72.4% | $14,264-66.1% | $19,030-74.6% |