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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 | $122,496 | $53,128+130.6% | $86,582+41.5% | $70,126+74.7% |
| Participation rate | 85.9% | 65.3%+20.6pp | 73.5%+12.3pp | 69.5%+16.4pp |
| Annual return | 14.30% | 27.66%-13.4pp | 965.08%-950.8pp | 73.15%-58.8pp |
| Employer contribution / active EE | $1,570 | $2,068-24.1% | $2,839-44.7% | $2,343-33.0% |
| Participant deferral / active EE | $3,371 | $2,695+25.1% | $3,609-6.6% | $3,332+1.2% |
| Admin fee / account holder | $2,803 | $3,584-21.8% | $4,904-42.8% | $4,645-39.7% |