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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 | $138,256 | $100,003+38.3% | $146,685-5.7% | $85,856+61.0% |
| Participation rate | 80.0% | 73.1%+6.9pp | 80.1%-0.1pp | 69.3%+10.7pp |
| Annual return | 12.77% | 18.93%-6.2pp | 22.75%-10.0pp | 318.58%-305.8pp |
| Employer contribution / active EE | $1,090 | $2,559-57.4% | $4,137-73.7% | $2,565-57.5% |
| Participant deferral / active EE | $4,840 | $4,006+20.8% | $5,507-12.1% | $3,952+22.5% |
| Admin fee / account holder | $35,901 | $7,704+366.0% | $10,281+249.2% | $6,261+473.4% |