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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 | $115,958 | $77,908+48.8% | $149,696-22.5% | $75,173+54.3% |
| Participation rate | 80.8% | 65.6%+15.2pp | 78.8%+2.0pp | 67.2%+13.6pp |
| Annual return | 15.17% | 31.73%-16.6pp | 134.46%-119.3pp | 160.72%-145.6pp |
| Employer contribution / active EE | $4,038 | $3,138+28.7% | $4,821-16.2% | $2,671+51.2% |
| Participant deferral / active EE | $5,360 | $3,411+57.1% | $5,682-5.7% | $4,126+29.9% |
| Admin fee / account holder | $1,138 | $5,950-80.9% | $13,212-91.4% | $5,651-79.9% |