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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 | $134,709 | $55,453+142.9% | $170,435-21.0% | $62,293+116.3% |
| Participation rate | 97.1% | 66.4%+30.7pp | 83.6%+13.5pp | 69.5%+27.5pp |
| Annual return | 15.79% | 21.38%-5.6pp | 205.94%-190.1pp | 28.90%-13.1pp |
| Employer contribution / active EE | $1,372 | $2,164-36.6% | $5,432-74.7% | $2,042-32.8% |
| Participant deferral / active EE | $4,828 | $2,303+109.7% | $4,939-2.3% | $3,169+52.3% |
| Admin fee / account holder | $6,410 | $455+1308.5% | $13,881-53.8% | $479+1237.2% |