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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 | $121,491 | $64,719+87.7% | $112,249+8.2% | $68,486+77.4% |
| Participation rate | 89.2% | 67.2%+22.0pp | 75.1%+14.1pp | 67.9%+21.3pp |
| Annual return | 3.12% | -11.40%+14.5pp | 27.48%-24.4pp | -7.85%+11.0pp |
| Employer contribution / active EE | $12,524 | $2,747+356.0% | $3,636+244.4% | $2,597+382.3% |
| Participant deferral / active EE | $2,874 | $3,565-19.4% | $4,729-39.2% | $4,028-28.6% |
| Admin fee / account holder | $22,756 | $5,232+334.9% | $6,412+254.9% | $5,404+321.1% |