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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 | $139,430 | $112,933+23.5% | $90,970+53.3% | $158,982-12.3% |
| Participation rate | 93.8% | 74.7%+19.0pp | 69.0%+24.7pp | 82.0%+11.8pp |
| Annual return | 11.75% | 215.82%-204.1pp | 134.60%-122.8pp | 302.99%-291.2pp |
| Employer contribution / active EE | $625 | $2,893-78.4% | $2,122-70.5% | $4,763-86.9% |
| Participant deferral / active EE | $2,535 | $4,128-38.6% | $3,373-24.8% | $5,983-57.6% |
| Admin fee / account holder | $3,144 | $8,047-60.9% | $5,961-47.3% | $11,252-72.1% |