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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 | $132,335 | $108,882+21.5% | $96,754+36.8% | $154,746-14.5% |
| Participation rate | 88.9% | 75.1%+13.8pp | 70.3%+18.6pp | 80.7%+8.2pp |
| Annual return | 10.26% | 98.39%-88.1pp | 82.04%-71.8pp | 172.34%-162.1pp |
| Employer contribution / active EE | $2,115 | $3,018-29.9% | $2,679-21.0% | $4,379-51.7% |
| Participant deferral / active EE | $4,940 | $5,323-7.2% | $4,758+3.8% | $6,730-26.6% |
| Admin fee / account holder | $56,027 | $10,200+449.3% | $8,905+529.2% | $14,365+290.0% |