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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 | $139,311 | $108,882+27.9% | $96,754+44.0% | $154,746-10.0% |
| Participation rate | 85.7% | 75.1%+10.6pp | 70.3%+15.4pp | 80.7%+5.0pp |
| Annual return | 9.82% | 98.39%-88.6pp | 82.04%-72.2pp | 172.34%-162.5pp |
| Employer contribution / active EE | $763 | $3,018-74.7% | $2,679-71.5% | $4,379-82.6% |
| Participant deferral / active EE | $11,064 | $5,323+107.9% | $4,758+132.5% | $6,730+64.4% |
| Admin fee / account holder | $49,710 | $10,200+387.3% | $8,905+458.2% | $14,365+246.0% |