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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 | $134,075 | $104,937+27.8% | $84,628+58.4% | $152,897-12.3% |
| Participation rate | 72.7% | 74.8%-2.1pp | 68.2%+4.5pp | 82.5%-9.7pp |
| Annual return | 15.58% | 373.88%-358.3pp | 258.80%-243.2pp | 345.43%-329.8pp |
| Employer contribution / active EE | $1,941 | $3,303-41.2% | $2,653-26.8% | $4,764-59.3% |
| Participant deferral / active EE | $5,395 | $4,690+15.0% | $3,900+38.3% | $5,851-7.8% |
| Admin fee / account holder | $3,854 | $6,243-38.3% | $4,914-21.6% | $11,599-66.8% |