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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 | $129,260 | $77,908+65.9% | $149,696-13.7% | $75,173+71.9% |
| Participation rate | 82.1% | 65.6%+16.6pp | 78.8%+3.4pp | 67.2%+14.9pp |
| Annual return | 19.80% | 31.73%-11.9pp | 134.46%-114.7pp | 160.72%-140.9pp |
| Employer contribution / active EE | $2,377 | $3,138-24.2% | $4,821-50.7% | $2,671-11.0% |
| Participant deferral / active EE | $5,764 | $3,411+69.0% | $5,682+1.4% | $4,126+39.7% |
| Admin fee / account holder | $10,606 | $5,950+78.3% | $13,212-19.7% | $5,651+87.7% |