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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 | $131,005 | $176,402-25.7% | $134,162-2.4% | $158,982-17.6% |
| Participation rate | 93.8% | 78.7%+15.0pp | 72.2%+21.6pp | 82.0%+11.8pp |
| Annual return | 12.95% | 63.66%-50.7pp | 36.35%-23.4pp | 302.99%-290.0pp |
| Employer contribution / active EE | $4,749 | $5,042-5.8% | $3,705+28.2% | $4,763-0.3% |
| Participant deferral / active EE | $5,036 | $4,093+23.1% | $3,500+43.9% | $5,983-15.8% |
| Admin fee / account holder | $2,056 | $8,719-76.4% | $6,685-69.2% | $11,252-81.7% |