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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 | $128,076 | $98,766+29.7% | $149,730-14.5% | $79,852+60.4% |
| Participation rate | 89.1% | 75.8%+13.3pp | 82.5%+6.6pp | 69.6%+19.4pp |
| Annual return | 20.38% | 27.43%-7.0pp | 276.70%-256.3pp | 31.72%-11.3pp |
| Employer contribution / active EE | $2,474 | $3,217-23.1% | $4,645-46.7% | $2,471+0.1% |
| Participant deferral / active EE | $13,221 | $5,681+132.7% | $6,843+93.2% | $3,740+253.5% |
| Admin fee / account holder | $16,799 | $6,052+177.6% | $9,310+80.4% | $5,306+216.6% |