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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 | $137,718 | $124,346+10.8% | $111,308+23.7% | $167,536-17.8% |
| Participation rate | 95.2% | 79.6%+15.6pp | 77.3%+17.9pp | 82.1%+13.1pp |
| Annual return | 16.56% | 37.45%-20.9pp | 54.67%-38.1pp | 478.82%-462.3pp |
| Employer contribution / active EE | $3,074 | $3,437-10.6% | $2,732+12.5% | $4,839-36.5% |
| Participant deferral / active EE | $9,135 | $5,182+76.3% | $4,487+103.6% | $6,342+44.0% |
| Admin fee / account holder | $64,803 | $10,621+510.1% | $7,965+713.6% | $12,315+426.2% |