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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 | $125,947 | $70,666+78.2% | $169,385-25.6% | $75,181+67.5% |
| Participation rate | 78.7% | 64.8%+13.9pp | 77.2%+1.6pp | 67.2%+11.5pp |
| Annual return | 21.92% | 36.37%-14.4pp | 405.82%-383.9pp | 160.69%-138.8pp |
| Employer contribution / active EE | $5,486 | $2,210+148.2% | $4,012+36.7% | $2,671+105.4% |
| Participant deferral / active EE | $3,144 | $4,308-27.0% | $6,221-49.5% | $4,126-23.8% |
| Admin fee / account holder | $4,621 | $5,402-14.5% | $9,011-48.7% | $5,650-18.2% |