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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 | $126,183 | $149,778-15.8% | $118,946+6.1% | $158,966-20.6% |
| Participation rate | 85.7% | 82.1%+3.6pp | 75.4%+10.3pp | 82.0%+3.8pp |
| Annual return | 12.40% | 19.95%-7.5pp | 35.89%-23.5pp | 302.95%-290.5pp |
| Employer contribution / active EE | $2,216 | $4,117-46.2% | $3,263-32.1% | $4,762-53.5% |
| Participant deferral / active EE | $2,733 | $5,225-47.7% | $4,266-35.9% | $5,983-54.3% |
| Admin fee / account holder | $23,640 | $8,604+174.7% | $6,581+259.2% | $11,250+110.1% |