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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 | $127,864 | $65,361+95.6% | $92,903+37.6% | $72,983+75.2% |
| Participation rate | 84.0% | 68.3%+15.6pp | 76.0%+7.9pp | 69.5%+14.5pp |
| Annual return | 19.77% | 42.11%-22.3pp | 109.43%-89.7pp | 81.01%-61.2pp |
| Employer contribution / active EE | $959 | $2,594-63.0% | $3,653-73.8% | $2,440-60.7% |
| Participant deferral / active EE | $5,052 | $3,128+61.5% | $4,238+19.2% | $3,608+40.1% |
| Admin fee / account holder | $8,178 | $4,251+92.4% | $5,795+41.1% | $5,124+59.6% |