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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 | $122,088 | $91,552+33.4% | $133,956-8.9% | $79,860+52.9% |
| Participation rate | 84.7% | 73.3%+11.4pp | 79.8%+4.9pp | 69.6%+15.1pp |
| Annual return | 10.42% | 61.85%-51.4pp | 45.09%-34.7pp | 31.72%-21.3pp |
| Employer contribution / active EE | $1,553 | $2,384-34.9% | $3,919-60.4% | $2,471-37.2% |
| Participant deferral / active EE | $5,438 | $3,733+45.6% | $5,048+7.7% | $3,740+45.4% |
| Admin fee / account holder | $22,127 | $6,321+250.1% | $8,927+147.9% | $5,306+317.0% |