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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 | $128,678 | $98,760+30.3% | $149,715-14.1% | $79,858+61.1% |
| Participation rate | 85.7% | 75.8%+9.9pp | 82.5%+3.2pp | 69.6%+16.1pp |
| Annual return | 16.01% | 27.43%-11.4pp | 276.66%-260.7pp | 31.72%-15.7pp |
| Employer contribution / active EE | $4,633 | $3,217+44.0% | $4,645-0.3% | $2,471+87.5% |
| Participant deferral / active EE | $3,476 | $5,681-38.8% | $6,842-49.2% | $3,740-7.1% |
| Admin fee / account holder | $1,805 | $6,053-70.2% | $9,310-80.6% | $5,306-66.0% |