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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 | $135,692 | $88,672+53.0% | $105,223+29.0% | $82,448+64.6% |
| Participation rate | 96.7% | 67.9%+28.7pp | 75.0%+21.6pp | 68.1%+28.6pp |
| Annual return | 17.00% | 30.86%-13.9pp | 180.65%-163.7pp | 41.64%-24.6pp |
| Employer contribution / active EE | $2,447 | $3,048-19.7% | $3,689-33.7% | $2,551-4.1% |
| Participant deferral / active EE | $4,652 | $4,036+15.3% | $5,072-8.3% | $4,139+12.4% |
| Admin fee / account holder | $9,642 | $7,146+34.9% | $8,859+8.8% | $7,234+33.3% |