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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 | $106,247+19.9% | $96,515+31.9% | $139,466-8.7% |
| Participation rate | 85.7% | 77.8%+7.9pp | 74.3%+11.4pp | 80.3%+5.4pp |
| Annual return | 11.91% | 38.47%-26.6pp | 35.73%-23.8pp | 373.66%-361.8pp |
| Employer contribution / active EE | $1,317 | $4,106-67.9% | $3,740-64.8% | $4,754-72.3% |
| Participant deferral / active EE | $5,562 | $5,456+1.9% | $4,880+14.0% | $6,712-17.1% |
| Admin fee / account holder | $7,138 | $7,885-9.5% | $6,735+6.0% | $11,409-37.4% |