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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 | $141,664 | $117,859+20.2% | $102,438+38.3% | $145,959-2.9% |
| Participation rate | 93.3% | 78.6%+14.7pp | 76.5%+16.8pp | 80.3%+13.0pp |
| Annual return | 14.60% | 31.72%-17.1pp | 29.37%-14.8pp | 561.95%-547.3pp |
| Employer contribution / active EE | $2,560 | $3,615-29.2% | $3,024-15.3% | $4,661-45.1% |
| Participant deferral / active EE | $3,139 | $5,732-45.2% | $5,054-37.9% | $6,689-53.1% |
| Admin fee / account holder | $4,354 | $13,318-67.3% | $9,448-53.9% | $13,398-67.5% |