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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 | $137,331 | $89,370+53.7% | $141,197-2.7% | $72,976+88.2% |
| Participation rate | 84.9% | 75.1%+9.8pp | 82.5%+2.4pp | 69.5%+15.4pp |
| Annual return | 25.98% | 111.88%-85.9pp | 71.41%-45.4pp | 81.02%-55.0pp |
| Employer contribution / active EE | $1,218 | $3,115-60.9% | $4,736-74.3% | $2,440-50.1% |
| Participant deferral / active EE | $6,631 | $5,419+22.4% | $6,710-1.2% | $3,608+83.8% |
| Admin fee / account holder | $2,598 | $5,957-56.4% | $10,265-74.7% | $5,124-49.3% |