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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 | $129,039 | $98,240+31.4% | $82,312+56.8% | $147,586-12.6% |
| Participation rate | 93.8% | 79.7%+14.0pp | 76.9%+16.9pp | 82.8%+10.9pp |
| Annual return | 12.03% | 30.85%-18.8pp | 25.88%-13.9pp | 578.59%-566.6pp |
| Employer contribution / active EE | $9,698 | $3,192+203.8% | $2,428+299.3% | $4,876+98.9% |
| Participant deferral / active EE | $4,488 | $4,383+2.4% | $3,706+21.1% | $5,439-17.5% |
| Admin fee / account holder | $1,794 | $8,563-79.1% | $5,608-68.0% | $10,886-83.5% |