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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 | $127,527 | $67,411+89.2% | $91,004+40.1% | $70,126+81.9% |
| Participation rate | 88.9% | 71.4%+17.5pp | 75.6%+13.3pp | 69.5%+19.3pp |
| Annual return | 17.49% | -40.16%+57.7pp | 4.60%+12.9pp | 73.15%-55.7pp |
| Employer contribution / active EE | $2,252 | $1,786+26.1% | $2,456-8.3% | $2,343-3.9% |
| Participant deferral / active EE | $6,464 | $2,823+129.0% | $3,548+82.2% | $3,332+94.0% |
| Admin fee / account holder | $2,242 | $4,236-47.1% | $5,417-58.6% | $4,645-51.7% |