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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 | $141,481 | $78,423+80.4% | $95,964+47.4% | $79,856+77.2% |
| Participation rate | 88.7% | 73.5%+15.2pp | 77.1%+11.6pp | 69.6%+19.1pp |
| Annual return | 15.86% | 19.37%-3.5pp | 91.64%-75.8pp | 31.71%-15.8pp |
| Employer contribution / active EE | $915 | $1,945-52.9% | $2,541-64.0% | $2,471-63.0% |
| Participant deferral / active EE | $2,131 | $3,440-38.1% | $4,167-48.9% | $3,741-43.0% |
| Admin fee / account holder | $15,307 | $5,622+172.3% | $6,797+125.2% | $5,306+188.5% |