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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 | $118,341 | $98,240+20.5% | $82,312+43.8% | $147,586-19.8% |
| Participation rate | 86.4% | 79.7%+6.6pp | 76.9%+9.5pp | 82.8%+3.5pp |
| Annual return | 12.67% | 30.85%-18.2pp | 25.88%-13.2pp | 578.59%-565.9pp |
| Employer contribution / active EE | $2,017 | $3,192-36.8% | $2,428-16.9% | $4,876-58.6% |
| Participant deferral / active EE | $2,510 | $4,383-42.7% | $3,706-32.3% | $5,439-53.9% |
| Admin fee / account holder | $24,723 | $8,563+188.7% | $5,608+340.9% | $10,886+127.1% |