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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 | $135,227 | $91,559+47.7% | $133,971+0.9% | $79,852+69.3% |
| Participation rate | 90.2% | 73.3%+16.9pp | 79.8%+10.4pp | 69.6%+20.6pp |
| Annual return | 10.50% | 61.85%-51.3pp | 45.09%-34.6pp | 31.72%-21.2pp |
| Employer contribution / active EE | $1,720 | $2,384-27.8% | $3,919-56.1% | $2,471-30.4% |
| Participant deferral / active EE | $10,965 | $3,734+193.7% | $5,047+117.3% | $3,740+193.2% |
| Admin fee / account holder | $12,300 | $6,321+94.6% | $8,929+37.7% | $5,306+131.8% |