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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 | $120,435 | $98,776+21.9% | $149,745-19.6% | $79,856+50.8% |
| Participation rate | 94.1% | 75.8%+18.3pp | 82.5%+11.6pp | 69.6%+24.5pp |
| Annual return | 12.62% | 27.38%-14.8pp | 276.72%-264.1pp | 31.71%-19.1pp |
| Employer contribution / active EE | $3,544 | $3,217+10.2% | $4,646-23.7% | $2,471+43.4% |
| Participant deferral / active EE | $8,996 | $5,681+58.3% | $6,843+31.5% | $3,741+140.5% |
| Admin fee / account holder | $31,844 | $6,053+426.1% | $9,312+242.0% | $5,306+500.1% |