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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 | $134,913 | $118,877+13.5% | $96,570+39.7% | $167,536-19.5% |
| Participation rate | 90.0% | 75.5%+14.5pp | 69.8%+20.2pp | 82.1%+7.9pp |
| Annual return | 17.21% | 50.50%-33.3pp | 37.79%-20.6pp | 478.82%-461.6pp |
| Employer contribution / active EE | $2,080 | $3,121-33.3% | $2,357-11.8% | $4,839-57.0% |
| Participant deferral / active EE | $4,592 | $4,617-0.5% | $3,849+19.3% | $6,342-27.6% |
| Admin fee / account holder | $19,264 | $8,069+138.7% | $6,182+211.6% | $12,315+56.4% |