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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 | $136,513 | $118,877+14.8% | $96,570+41.4% | $167,536-18.5% |
| Participation rate | 76.9% | 75.5%+1.4pp | 69.8%+7.1pp | 82.1%-5.2pp |
| Annual return | 13.08% | 50.50%-37.4pp | 37.79%-24.7pp | 478.82%-465.7pp |
| Employer contribution / active EE | $2,040 | $3,121-34.6% | $2,357-13.5% | $4,839-57.9% |
| Participant deferral / active EE | $6,134 | $4,617+32.9% | $3,849+59.3% | $6,342-3.3% |
| Admin fee / account holder | $1,583 | $8,069-80.4% | $6,182-74.4% | $12,315-87.1% |