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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 | $81,713 | $58,099+40.6% | $76,872+6.3% | $75,173+8.7% |
| Participation rate | 94.4% | 63.9%+30.6pp | 69.6%+24.9pp | 67.2%+27.2pp |
| Annual return | 14.28% | 26.71%-12.4pp | 37.90%-23.6pp | 160.72%-146.4pp |
| Employer contribution / active EE | $4,183 | $1,996+109.6% | $2,533+65.1% | $2,671+56.6% |
| Participant deferral / active EE | $1,576 | $2,999-47.4% | $3,832-58.9% | $4,126-61.8% |
| Admin fee / account holder | $17,682 | $4,778+270.1% | $5,476+222.9% | $5,651+212.9% |