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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 | $127,948 | $117,846+8.6% | $102,434+24.9% | $145,884-12.3% |
| Participation rate | 92.9% | 78.6%+14.2pp | 76.5%+16.3pp | 80.3%+12.6pp |
| Annual return | 16.19% | 31.90%-15.7pp | 29.46%-13.3pp | 551.85%-535.7pp |
| Employer contribution / active EE | $3,366 | $3,615-6.9% | $3,023+11.3% | $4,662-27.8% |
| Participant deferral / active EE | $5,046 | $5,733-12.0% | $5,055-0.2% | $6,690-24.6% |
| Admin fee / account holder | $41,915 | $13,356+213.8% | $9,462+343.0% | $13,392+213.0% |