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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 | $140,541 | $77,164+82.1% | $178,014-21.1% | $80,874+73.8% |
| Participation rate | 75.9% | 65.7%+10.2pp | 77.1%-1.2pp | 67.6%+8.2pp |
| Annual return | 14.23% | 18.09%-3.9pp | 294.80%-280.6pp | 35.62%-21.4pp |
| Employer contribution / active EE | $3,253 | $2,288+42.2% | $3,950-17.6% | $2,756+18.0% |
| Participant deferral / active EE | $6,844 | $4,408+55.3% | $6,276+9.1% | $4,297+59.3% |
| Admin fee / account holder | $14,463 | $7,164+101.9% | $10,362+39.6% | $6,935+108.5% |