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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 | $134,749 | $55,902+141.0% | $76,030+77.2% | $80,959+66.4% |
| Participation rate | 74.7% | 62.1%+12.6pp | 69.1%+5.6pp | 67.7%+7.0pp |
| Annual return | 13.87% | 20.59%-6.7pp | 361.54%-347.7pp | 35.67%-21.8pp |
| Employer contribution / active EE | $1,611 | $1,867-13.7% | $2,688-40.1% | $2,757-41.6% |
| Participant deferral / active EE | $6,276 | $3,051+105.7% | $4,257+47.4% | $4,300+46.0% |
| Admin fee / account holder | $17,647 | $5,239+236.8% | $6,421+174.9% | $6,925+154.8% |