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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 | $140,961 | $108,882+29.5% | $96,754+45.7% | $154,746-8.9% |
| Participation rate | 90.9% | 75.1%+15.8pp | 70.3%+20.6pp | 80.7%+10.2pp |
| Annual return | 15.55% | 98.39%-82.8pp | 82.04%-66.5pp | 172.34%-156.8pp |
| Employer contribution / active EE | $1,123 | $3,018-62.8% | $2,679-58.1% | $4,379-74.4% |
| Participant deferral / active EE | $1,257 | $5,323-76.4% | $4,758-73.6% | $6,730-81.3% |
| Admin fee / account holder | $4,200 | $10,200-58.8% | $8,905-52.8% | $14,365-70.8% |