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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 | $134,230 | $209,336-35.9% | $197,124-31.9% | $137,256-2.2% |
| Participation rate | 90.0% | 87.3%+2.7pp | 86.7%+3.3pp | 80.0%+10.0pp |
| Annual return | 12.00% | 48.09%-36.1pp | 44.34%-32.3pp | 220.34%-208.3pp |
| Employer contribution / active EE | $2,890 | $6,591-56.2% | $6,227-53.6% | $4,156-30.5% |
| Participant deferral / active EE | $6,648 | $9,614-30.9% | $9,135-27.2% | $6,407+3.8% |
| Admin fee / account holder | $68,641 | $17,308+296.6% | $16,298+321.2% | $12,270+459.4% |