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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 | $142,487 | $117,846+20.9% | $102,434+39.1% | $145,884-2.3% |
| Participation rate | 95.2% | 78.6%+16.6pp | 76.5%+18.7pp | 80.3%+14.9pp |
| Annual return | 12.80% | 31.90%-19.1pp | 29.46%-16.7pp | 551.85%-539.0pp |
| Employer contribution / active EE | $3,156 | $3,615-12.7% | $3,023+4.4% | $4,662-32.3% |
| Participant deferral / active EE | $9,343 | $5,733+63.0% | $5,055+84.8% | $6,690+39.7% |
| Admin fee / account holder | $68,549 | $13,356+413.3% | $9,462+624.5% | $13,392+411.9% |