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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 | $144,601 | $98,776+46.4% | $149,745-3.4% | $79,856+81.1% |
| Participation rate | 77.8% | 75.8%+2.0pp | 82.5%-4.7pp | 69.6%+8.1pp |
| Annual return | 13.58% | 27.38%-13.8pp | 276.72%-263.1pp | 31.71%-18.1pp |
| Employer contribution / active EE | $2,811 | $3,217-12.6% | $4,646-39.5% | $2,471+13.7% |
| Participant deferral / active EE | $8,003 | $5,681+40.9% | $6,843+16.9% | $3,741+113.9% |
| Admin fee / account holder | $3,415 | $6,053-43.6% | $9,312-63.3% | $5,306-35.6% |