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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 | $128,351 | $152,612-15.9% | $125,192+2.5% | $152,897-16.1% |
| Participation rate | 93.3% | 83.3%+10.0pp | 79.8%+13.6pp | 82.5%+10.9pp |
| Annual return | 17.70% | 54.85%-37.1pp | 43.79%-26.1pp | 345.43%-327.7pp |
| Employer contribution / active EE | $2,882 | $4,947-41.7% | $3,866-25.4% | $4,764-39.5% |
| Participant deferral / active EE | $2,394 | $5,868-59.2% | $4,937-51.5% | $5,851-59.1% |
| Admin fee / account holder | $16,973 | $13,437+26.3% | $9,704+74.9% | $11,599+46.3% |