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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 | $120,506 | $98,240+22.7% | $82,312+46.4% | $147,586-18.3% |
| Participation rate | 77.3% | 79.7%-2.5pp | 76.9%+0.4pp | 82.8%-5.6pp |
| Annual return | 15.91% | 30.85%-14.9pp | 25.88%-10.0pp | 578.59%-562.7pp |
| Employer contribution / active EE | $1,821 | $3,192-42.9% | $2,428-25.0% | $4,876-62.7% |
| Participant deferral / active EE | $4,928 | $4,383+12.4% | $3,706+33.0% | $5,439-9.4% |
| Admin fee / account holder | $25,741 | $8,563+200.6% | $5,608+359.0% | $10,886+136.5% |