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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 | $129,821 | $106,247+22.2% | $96,515+34.5% | $139,466-6.9% |
| Participation rate | 85.7% | 77.8%+7.9pp | 74.3%+11.4pp | 80.3%+5.4pp |
| Annual return | 18.29% | 38.47%-20.2pp | 35.73%-17.4pp | 373.66%-355.4pp |
| Employer contribution / active EE | $4,826 | $4,106+17.5% | $3,740+29.0% | $4,754+1.5% |
| Participant deferral / active EE | $7,991 | $5,456+46.5% | $4,880+63.8% | $6,712+19.0% |
| Admin fee / account holder | $30,355 | $7,885+285.0% | $6,735+350.7% | $11,409+166.1% |