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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 | $123,004 | $50,947+141.4% | $74,551+65.0% | $64,173+91.7% |
| Participation rate | 98.2% | 61.1%+37.1pp | 69.1%+29.0pp | 69.6%+28.6pp |
| Annual return | 12.42% | -1.85%+14.3pp | 32.53%-20.1pp | 7.63%+4.8pp |
| Employer contribution / active EE | $4,545 | $1,115+307.5% | $1,961+131.8% | $2,381+90.9% |
| Participant deferral / active EE | $1,336 | $2,302-41.9% | $3,108-57.0% | $3,470-61.5% |
| Admin fee / account holder | $2,735 | $4,221-35.2% | $5,059-45.9% | $4,887-44.0% |