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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 | $121,744 | $100,901+20.7% | $75,501+61.2% | $147,586-17.5% |
| Participation rate | 87.0% | 77.1%+9.8pp | 72.4%+14.6pp | 82.8%+4.1pp |
| Annual return | 13.72% | 35.78%-22.1pp | 27.35%-13.6pp | 578.59%-564.9pp |
| Employer contribution / active EE | $3,345 | $3,253+2.8% | $2,352+42.2% | $4,876-31.4% |
| Participant deferral / active EE | $5,706 | $4,027+41.7% | $3,142+81.6% | $5,439+4.9% |
| Admin fee / account holder | $57,739 | $11,285+411.6% | $5,801+895.4% | $10,886+430.4% |