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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 | $123,124 | $116,167+6.0% | $64,489+90.9% | $137,256-10.3% |
| Participation rate | 85.0% | 68.2%+16.8pp | 67.7%+17.3pp | 80.0%+5.0pp |
| Annual return | 15.43% | 36.55%-21.1pp | 55.03%-39.6pp | 220.34%-204.9pp |
| Employer contribution / active EE | $4,595 | $2,483+85.1% | $1,523+201.7% | $4,156+10.6% |
| Participant deferral / active EE | $6,076 | $4,215+44.1% | $2,778+118.7% | $6,407-5.2% |
| Admin fee / account holder | $42,713 | $6,188+590.2% | $4,260+902.7% | $12,270+248.1% |