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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 | $123,925 | $95,406+29.9% | $185,849-33.3% | $85,847+44.4% |
| Participation rate | 72.5% | 68.8%+3.7pp | 81.7%-9.2pp | 69.3%+3.2pp |
| Annual return | 12.52% | 23.59%-11.1pp | 122.10%-109.6pp | 318.61%-306.1pp |
| Employer contribution / active EE | $1,048 | $3,314-68.4% | $5,169-79.7% | $2,565-59.1% |
| Participant deferral / active EE | $4,127 | $3,424+20.6% | $5,569-25.9% | $3,952+4.4% |
| Admin fee / account holder | $6,358 | $7,214-11.9% | $16,244-60.9% | $6,261+1.5% |