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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 | $125,248 | $124,346+0.7% | $111,308+12.5% | $167,536-25.2% |
| Participation rate | 90.9% | 79.6%+11.3pp | 77.3%+13.6pp | 82.1%+8.8pp |
| Annual return | 13.42% | 37.45%-24.0pp | 54.67%-41.2pp | 478.82%-465.4pp |
| Employer contribution / active EE | $1,353 | $3,437-60.6% | $2,732-50.5% | $4,839-72.0% |
| Participant deferral / active EE | $6,094 | $5,182+17.6% | $4,487+35.8% | $6,342-3.9% |
| Admin fee / account holder | $30,661 | $10,621+188.7% | $7,965+284.9% | $12,315+149.0% |