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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 | $146,956 | $77,920+88.6% | $149,723-1.8% | $75,177+95.5% |
| Participation rate | 76.5% | 65.6%+10.9pp | 78.8%-2.3pp | 67.2%+9.3pp |
| Annual return | 18.93% | 31.72%-12.8pp | 134.50%-115.6pp | 160.75%-141.8pp |
| Employer contribution / active EE | $3,972 | $3,138+26.6% | $4,821-17.6% | $2,671+48.7% |
| Participant deferral / active EE | $13,751 | $3,411+303.1% | $5,682+142.0% | $4,126+233.2% |
| Admin fee / account holder | $14,069 | $5,951+136.4% | $13,215+6.5% | $5,651+149.0% |