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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 | $130,473 | $118,708+9.9% | $98,920+31.9% | $158,966-17.9% |
| Participation rate | 86.7% | 77.8%+8.8pp | 76.0%+10.6pp | 82.0%+4.7pp |
| Annual return | 11.78% | 372.49%-360.7pp | 196.47%-184.7pp | 302.95%-291.2pp |
| Employer contribution / active EE | $2,237 | $3,334-32.9% | $2,689-16.8% | $4,762-53.0% |
| Participant deferral / active EE | $3,331 | $5,089-34.5% | $4,245-21.5% | $5,983-44.3% |
| Admin fee / account holder | $1,573 | $10,134-84.5% | $6,643-76.3% | $11,250-86.0% |