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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 | $129,460 | $152,592-15.2% | $125,180+3.4% | $152,885-15.3% |
| Participation rate | 87.5% | 83.3%+4.2pp | 79.8%+7.7pp | 82.5%+5.0pp |
| Annual return | 18.26% | 54.84%-36.6pp | 43.79%-25.5pp | 345.39%-327.1pp |
| Employer contribution / active EE | $3,176 | $4,947-35.8% | $3,866-17.8% | $4,763-33.3% |
| Participant deferral / active EE | $6,554 | $5,868+11.7% | $4,937+32.7% | $5,851+12.0% |
| Admin fee / account holder | $110,350 | $13,435+721.4% | $9,703+1037.3% | $11,598+851.5% |