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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 | $133,330 | $93,346+42.8% | $71,796+85.7% | $273,972-51.3% |
| Participation rate | 80.0% | 76.5%+3.5pp | 69.1%+10.9pp | 83.0%-3.0pp |
| Annual return | 6.12% | 130.39%-124.3pp | 78.04%-71.9pp | 41.46%-35.3pp |
| Employer contribution / active EE | $1,357 | $2,733-50.3% | $1,924-29.5% | $4,869-72.1% |
| Participant deferral / active EE | $6,862 | $3,475+97.5% | $2,794+145.6% | $5,287+29.8% |
| Admin fee / account holder | $16,524 | $6,571+151.5% | $4,815+243.2% | $10,133+63.1% |