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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 | $136,364 | $65,027+109.7% | $90,970+49.9% | $79,852+70.8% |
| Participation rate | 84.4% | 61.6%+22.8pp | 69.0%+15.4pp | 69.6%+14.8pp |
| Annual return | 17.23% | 30.45%-13.2pp | 134.58%-117.3pp | 31.72%-14.5pp |
| Employer contribution / active EE | $1,027 | $1,247-17.6% | $2,122-51.6% | $2,471-58.4% |
| Participant deferral / active EE | $3,186 | $2,512+26.8% | $3,373-5.6% | $3,740-14.8% |
| Admin fee / account holder | $3,054 | $4,535-32.7% | $5,960-48.8% | $5,306-42.4% |