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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 | $117,136 | $98,766+18.6% | $149,730-21.8% | $79,852+46.7% |
| Participation rate | 89.7% | 75.8%+13.9pp | 82.5%+7.2pp | 69.6%+20.0pp |
| Annual return | 13.06% | 27.43%-14.4pp | 276.70%-263.6pp | 31.72%-18.7pp |
| Employer contribution / active EE | $3,034 | $3,217-5.7% | $4,645-34.7% | $2,471+22.8% |
| Participant deferral / active EE | $9,146 | $5,681+61.0% | $6,843+33.7% | $3,740+144.5% |
| Admin fee / account holder | $24,275 | $6,052+301.1% | $9,310+160.7% | $5,306+357.5% |