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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 | $138,046 | $91,559+50.8% | $133,978+3.0% | $79,856+72.9% |
| Participation rate | 75.8% | 73.3%+2.4pp | 79.8%-4.1pp | 69.6%+6.1pp |
| Annual return | 12.96% | 61.85%-48.9pp | 45.10%-32.1pp | 31.71%-18.7pp |
| Employer contribution / active EE | $819 | $2,384-65.6% | $3,919-79.1% | $2,471-66.9% |
| Participant deferral / active EE | $4,471 | $3,734+19.8% | $5,047-11.4% | $3,741+19.5% |
| Admin fee / account holder | $1,422 | $6,321-77.5% | $8,930-84.1% | $5,306-73.2% |