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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 | $133,045 | $96,524+37.8% | $75,900+75.3% | $152,909-13.0% |
| Participation rate | 90.9% | 76.2%+14.7pp | 69.3%+21.6pp | 82.5%+8.5pp |
| Annual return | 24.73% | 33.93%-9.2pp | 30.73%-6.0pp | 345.46%-320.7pp |
| Employer contribution / active EE | $2,110 | $3,311-36.3% | $2,501-15.6% | $4,764-55.7% |
| Participant deferral / active EE | $4,221 | $4,554-7.3% | $3,604+17.1% | $5,851-27.9% |
| Admin fee / account holder | $1,536 | $8,082-81.0% | $5,421-71.7% | $11,601-86.8% |