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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 | $147,556-5.6% | $129,031+8.0% | $198,609-29.9% |
| Participation rate | 85.7% | 77.2%+8.5pp | 73.4%+12.4pp | 82.4%+3.3pp |
| Annual return | 9.82% | 37.41%-27.6pp | 34.67%-24.8pp | 202.70%-192.9pp |
| Employer contribution / active EE | $763 | $3,645-79.1% | $3,226-76.3% | $5,055-84.9% |
| Participant deferral / active EE | $11,064 | $5,760+92.1% | $5,217+112.1% | $6,977+58.6% |
| Admin fee / account holder | $49,710 | $15,467+221.4% | $13,208+276.4% | $19,030+161.2% |