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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 | $126,628 | $103,164+22.7% | $90,259+40.3% | $154,746-18.2% |
| Participation rate | 91.3% | 76.1%+15.2pp | 70.7%+20.6pp | 80.7%+10.6pp |
| Annual return | 8.98% | 19.25%-10.3pp | 18.88%-9.9pp | 172.34%-163.4pp |
| Employer contribution / active EE | $1,674 | $2,532-33.9% | $2,291-26.9% | $4,379-61.8% |
| Participant deferral / active EE | $4,442 | $4,422+0.5% | $3,827+16.1% | $6,730-34.0% |
| Admin fee / account holder | $72,304 | $8,593+741.4% | $7,267+894.9% | $14,365+403.3% |