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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 | $109,364 | $77,920+40.4% | $149,723-27.0% | $75,177+45.5% |
| Participation rate | 71.4% | 65.6%+5.8pp | 78.8%-7.4pp | 67.2%+4.2pp |
| Annual return | 14.57% | 31.72%-17.2pp | 134.50%-119.9pp | 160.75%-146.2pp |
| Employer contribution / active EE | $5,735 | $3,138+82.8% | $4,821+19.0% | $2,671+114.7% |
| Participant deferral / active EE | $6,162 | $3,411+80.6% | $5,682+8.4% | $4,126+49.3% |
| Admin fee / account holder | $1,821 | $5,951-69.4% | $13,215-86.2% | $5,651-67.8% |