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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 | $127,341 | $106,267+19.8% | $96,520+31.9% | $139,456-8.7% |
| Participation rate | 85.7% | 77.8%+7.9pp | 74.3%+11.4pp | 80.3%+5.4pp |
| Annual return | 11.91% | 38.45%-26.5pp | 35.72%-23.8pp | 373.45%-361.5pp |
| Employer contribution / active EE | $1,317 | $4,105-67.9% | $3,739-64.8% | $4,753-72.3% |
| Participant deferral / active EE | $5,562 | $5,454+2.0% | $4,879+14.0% | $6,711-17.1% |
| Admin fee / account holder | $7,138 | $7,882-9.4% | $6,733+6.0% | $11,407-37.4% |