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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 | $121,787 | $106,247+14.6% | $96,515+26.2% | $139,466-12.7% |
| Participation rate | 94.4% | 77.8%+16.6pp | 74.3%+20.1pp | 80.3%+14.1pp |
| Annual return | 24.30% | 38.47%-14.2pp | 35.73%-11.4pp | 373.66%-349.4pp |
| Employer contribution / active EE | $3,209 | $4,106-21.8% | $3,740-14.2% | $4,754-32.5% |
| Participant deferral / active EE | $5,453 | $5,4560% | $4,880+11.8% | $6,712-18.8% |
| Admin fee / account holder | $41,337 | $7,885+424.2% | $6,735+513.7% | $11,409+262.3% |