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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 | $136,181 | $98,240+38.6% | $82,312+65.4% | $147,586-7.7% |
| Participation rate | 80.0% | 79.7%+0.3pp | 76.9%+3.1pp | 82.8%-2.8pp |
| Annual return | 12.81% | 30.85%-18.0pp | 25.88%-13.1pp | 578.59%-565.8pp |
| Employer contribution / active EE | $4,500 | $3,192+41.0% | $2,428+85.3% | $4,876-7.7% |
| Participant deferral / active EE | $1,867 | $4,383-57.4% | $3,706-49.6% | $5,439-65.7% |
| Admin fee / account holder | $2,365 | $8,563-72.4% | $5,608-57.8% | $10,886-78.3% |