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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 | $123,139 | $100,125+23.0% | $81,482+51.1% | $145,978-15.6% |
| Participation rate | 85.7% | 74.2%+11.5pp | 69.5%+16.2pp | 80.3%+5.4pp |
| Annual return | 19.63% | 34.44%-14.8pp | 24.79%-5.2pp | 550.52%-530.9pp |
| Employer contribution / active EE | $3,914 | $2,977+31.4% | $2,463+58.9% | $4,662-16.1% |
| Participant deferral / active EE | $5,477 | $4,609+18.8% | $3,885+41.0% | $6,690-18.1% |
| Admin fee / account holder | $2,644 | $8,198-67.8% | $5,761-54.1% | $13,400-80.3% |