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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 | $128,278 | $47,944+167.6% | $67,834+89.1% | $62,891+104.0% |
| Participation rate | 81.8% | 61.1%+20.8pp | 68.8%+13.0pp | 69.3%+12.5pp |
| Annual return | 11.17% | 11.77%-0.6pp | 138.47%-127.3pp | 20.14%-9.0pp |
| Employer contribution / active EE | $2,035 | $1,562+30.3% | $2,403-15.3% | $2,281-10.8% |
| Participant deferral / active EE | $6,323 | $2,247+181.4% | $3,160+100.1% | $3,203+97.4% |
| Admin fee / account holder | $10,807 | $3,712+191.2% | $4,622+133.8% | $4,296+151.6% |