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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 | $120,168 | $78,690+52.7% | $161,489-25.6% | $87,485+37.4% |
| Participation rate | 84.1% | 67.5%+16.6pp | 78.7%+5.4pp | 68.9%+15.2pp |
| Annual return | 17.44% | 32.74%-15.3pp | 89.72%-72.3pp | 26.06%-8.6pp |
| Employer contribution / active EE | $8,249 | $2,588+218.7% | $4,268+93.3% | $2,596+217.7% |
| Participant deferral / active EE | $20,170 | $3,311+509.2% | $5,630+258.3% | $4,274+372.0% |
| Admin fee / account holder | $5,372 | $6,724-20.1% | $16,006-66.4% | $7,775-30.9% |