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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 | $136,060 | $97,078+40.2% | $103,065+32.0% | $145,897-6.7% |
| Participation rate | 92.3% | 81.1%+11.2pp | 80.6%+11.8pp | 80.3%+12.0pp |
| Annual return | 10.87% | 25.49%-14.6pp | 23.95%-13.1pp | 552.29%-541.4pp |
| Employer contribution / active EE | $6,030 | $4,680+28.8% | $4,675+29.0% | $4,663+29.3% |
| Participant deferral / active EE | $4,538 | $6,601-31.2% | $6,625-31.5% | $6,689-32.2% |
| Admin fee / account holder | $66,380 | $12,505+430.8% | $9,349+610.0% | $13,390+395.7% |