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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 | $129,565 | $90,745+42.8% | $130,231-0.5% | $75,173+72.4% |
| Participation rate | 94.6% | 71.1%+23.6pp | 76.3%+18.4pp | 67.2%+27.4pp |
| Annual return | 14.81% | 34.45%-19.6pp | 38.86%-24.1pp | 160.72%-145.9pp |
| Employer contribution / active EE | $2,525 | $3,314-23.8% | $4,126-38.8% | $2,671-5.5% |
| Participant deferral / active EE | $7,385 | $5,362+37.7% | $6,799+8.6% | $4,126+79.0% |
| Admin fee / account holder | $36,325 | $6,331+473.7% | $6,020+503.4% | $5,651+542.8% |