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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 | $124,050 | $105,929+17.1% | $81,716+51.8% | $158,966-22.0% |
| Participation rate | 87.5% | 75.6%+11.9pp | 72.0%+15.5pp | 82.0%+5.5pp |
| Annual return | 8.57% | 38.19%-29.6pp | 29.49%-20.9pp | 302.95%-294.4pp |
| Employer contribution / active EE | $2,189 | $7,802-71.9% | $4,310-49.2% | $4,762-54.0% |
| Participant deferral / active EE | $3,808 | $13,007-70.7% | $7,108-46.4% | $5,983-36.4% |
| Admin fee / account holder | $41,197 | $8,492+385.1% | $5,159+698.5% | $11,250+266.2% |