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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 | $132,961 | $88,672+49.9% | $105,223+26.4% | $82,448+61.3% |
| Participation rate | 76.5% | 67.9%+8.5pp | 75.0%+1.4pp | 68.1%+8.4pp |
| Annual return | 13.10% | 30.86%-17.8pp | 180.65%-167.5pp | 41.64%-28.5pp |
| Employer contribution / active EE | $2,164 | $3,048-29.0% | $3,689-41.3% | $2,551-15.2% |
| Participant deferral / active EE | $5,041 | $4,036+24.9% | $5,072-0.6% | $4,139+21.8% |
| Admin fee / account holder | $16,464 | $7,146+130.4% | $8,859+85.8% | $7,234+127.6% |