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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 | $133,192 | $118,869+12.0% | $96,575+37.9% | $167,518-20.5% |
| Participation rate | 83.3% | 75.5%+7.8pp | 69.8%+13.5pp | 82.1%+1.2pp |
| Annual return | 16.23% | 50.49%-34.3pp | 37.79%-21.6pp | 478.71%-462.5pp |
| Employer contribution / active EE | $2,034 | $3,120-34.8% | $2,357-13.7% | $4,838-58.0% |
| Participant deferral / active EE | $2,860 | $4,616-38.0% | $3,849-25.7% | $6,342-54.9% |
| Admin fee / account holder | $772 | $8,067-90.4% | $6,182-87.5% | $12,312-93.7% |