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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 | $138,813 | $73,978+87.6% | $96,515+43.8% | $75,173+84.7% |
| Participation rate | 83.1% | 66.4%+16.7pp | 74.3%+8.8pp | 67.2%+15.9pp |
| Annual return | 18.35% | 26.72%-8.4pp | 35.73%-17.4pp | 160.72%-142.4pp |
| Employer contribution / active EE | $9,908 | $2,931+238.1% | $3,740+164.9% | $2,671+270.9% |
| Participant deferral / active EE | $3,883 | $3,660+6.1% | $4,880-20.4% | $4,126-5.9% |
| Admin fee / account holder | $1,759 | $5,219-66.3% | $6,735-73.9% | $5,651-68.9% |