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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 | $133,867 | $76,407+75.2% | $150,298-10.9% | $82,448+62.4% |
| Participation rate | 93.3% | 66.4%+26.9pp | 77.8%+15.6pp | 68.1%+25.3pp |
| Annual return | 19.12% | 39.99%-20.9pp | 62.79%-43.7pp | 41.64%-22.5pp |
| Employer contribution / active EE | $1,889 | $2,614-27.7% | $4,154-54.5% | $2,551-26.0% |
| Participant deferral / active EE | $2,771 | $3,214-13.8% | $5,453-49.2% | $4,139-33.0% |
| Admin fee / account holder | $11,929 | $6,352+87.8% | $14,116-15.5% | $7,234+64.9% |