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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 | $128,738 | $91,167+41.2% | $178,498-27.9% | $79,858+61.2% |
| Participation rate | 85.7% | 69.2%+16.5pp | 81.9%+3.8pp | 69.6%+16.1pp |
| Annual return | 13.25% | 24.19%-10.9pp | 151.09%-137.8pp | 31.72%-18.5pp |
| Employer contribution / active EE | $2,391 | $3,255-26.5% | $5,011-52.3% | $2,471-3.2% |
| Participant deferral / active EE | $2,170 | $3,236-32.9% | $5,202-58.3% | $3,740-42.0% |
| Admin fee / account holder | $6,302 | $6,747-6.6% | $13,985-54.9% | $5,306+18.8% |