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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 | $136,479 | $113,338+20.4% | $94,993+43.7% | $147,586-7.5% |
| Participation rate | 89.5% | 78.0%+11.5pp | 73.9%+15.6pp | 82.8%+6.6pp |
| Annual return | 13.62% | 20.80%-7.2pp | 27.14%-13.5pp | 578.59%-565.0pp |
| Employer contribution / active EE | $1,775 | $3,160-43.8% | $2,603-31.8% | $4,876-63.6% |
| Participant deferral / active EE | $4,380 | $3,777+16.0% | $3,317+32.0% | $5,439-19.5% |
| Admin fee / account holder | $9,372 | $6,063+54.6% | $4,960+88.9% | $10,886-13.9% |