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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 | $136,739 | $77,638+76.1% | $156,551-12.7% | $62,881+117.5% |
| Participation rate | 89.5% | 71.2%+18.3pp | 84.0%+5.5pp | 69.3%+20.2pp |
| Annual return | 8.68% | 50.33%-41.6pp | 32.23%-23.5pp | 20.14%-11.5pp |
| Employer contribution / active EE | $2,399 | $3,444-30.3% | $5,501-56.4% | $2,281+5.2% |
| Participant deferral / active EE | $5,735 | $3,046+88.3% | $4,871+17.7% | $3,203+79.0% |
| Admin fee / account holder | $12,055 | $5,561+116.8% | $13,028-7.5% | $4,296+180.6% |