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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 | $128,892 | $102,429+25.8% | $147,096-12.4% | $80,925+59.3% |
| Participation rate | 82.1% | 75.9%+6.3pp | 82.2%0pp | 67.7%+14.5pp |
| Annual return | 18.46% | 135.02%-116.6pp | 419.75%-401.3pp | 35.65%-17.2pp |
| Employer contribution / active EE | $1,233 | $3,716-66.8% | $4,936-75.0% | $2,756-55.3% |
| Participant deferral / active EE | $4,876 | $6,649-26.7% | $8,071-39.6% | $4,299+13.4% |
| Admin fee / account holder | $4,147 | $7,957-47.9% | $13,005-68.1% | $6,940-40.2% |