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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 | $124,748 | $81,276+53.5% | $155,574-19.8% | $80,925+54.2% |
| Participation rate | 83.3% | 66.2%+17.1pp | 78.2%+5.1pp | 67.7%+15.7pp |
| Annual return | 12.51% | 33.36%-20.8pp | 64.87%-52.4pp | 35.65%-23.1pp |
| Employer contribution / active EE | $4,692 | $3,103+51.2% | $4,676+0.3% | $2,756+70.2% |
| Participant deferral / active EE | $3,626 | $3,453+5.0% | $5,629-35.6% | $4,299-15.7% |
| Admin fee / account holder | $1,679 | $7,993-79.0% | $15,914-89.4% | $6,940-75.8% |