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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 | $131,345 | $65,395+100.8% | $182,558-28.1% | $72,976+80.0% |
| Participation rate | 92.9% | 65.4%+27.4pp | 78.0%+14.9pp | 69.5%+23.4pp |
| Annual return | 22.34% | 27.68%-5.3pp | 148.59%-126.3pp | 81.02%-58.7pp |
| Employer contribution / active EE | $2,687 | $1,911+40.6% | $4,076-34.1% | $2,440+10.1% |
| Participant deferral / active EE | $5,647 | $3,563+58.5% | $5,526+2.2% | $3,608+56.5% |
| Admin fee / account holder | $1,117 | $4,245-73.7% | $8,594-87.0% | $5,124-78.2% |