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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 | $127,921 | $93,346+37.0% | $71,796+78.2% | $273,972-53.3% |
| Participation rate | 90.0% | 76.5%+13.5pp | 69.1%+20.9pp | 83.0%+7.0pp |
| Annual return | 4.68% | 130.39%-125.7pp | 78.04%-73.4pp | 41.46%-36.8pp |
| Employer contribution / active EE | $2,056 | $2,733-24.8% | $1,924+6.8% | $4,869-57.8% |
| Participant deferral / active EE | $5,571 | $3,475+60.3% | $2,794+99.4% | $5,287+5.4% |
| Admin fee / account holder | $65,243 | $6,571+893.0% | $4,815+1255.0% | $10,133+543.9% |