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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 | $123,724 | $98,240+25.9% | $82,312+50.3% | $147,586-16.2% |
| Participation rate | 83.3% | 79.7%+3.6pp | 76.9%+6.4pp | 82.8%+0.5pp |
| Annual return | 18.33% | 30.85%-12.5pp | 25.88%-7.5pp | 578.59%-560.3pp |
| Employer contribution / active EE | $2,415 | $3,192-24.3% | $2,428-0.6% | $4,876-50.5% |
| Participant deferral / active EE | $6,082 | $4,383+38.8% | $3,706+64.1% | $5,439+11.8% |
| Admin fee / account holder | $42,485 | $8,563+396.1% | $5,608+657.6% | $10,886+290.3% |