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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 | $138,996 | $98,760+40.7% | $149,710-7.2% | $79,860+74.0% |
| Participation rate | 90.5% | 75.8%+14.7pp | 82.5%+8.0pp | 69.6%+20.8pp |
| Annual return | 17.23% | 27.43%-10.2pp | 276.63%-259.4pp | 31.72%-14.5pp |
| Employer contribution / active EE | $2,225 | $3,217-30.8% | $4,645-52.1% | $2,471-9.9% |
| Participant deferral / active EE | $4,665 | $5,681-17.9% | $6,842-31.8% | $3,740+24.7% |
| Admin fee / account holder | $3,588 | $6,053-40.7% | $9,309-61.5% | $5,306-32.4% |