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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 | $139,189 | $58,848+136.5% | $88,179+57.8% | $82,637+68.4% |
| Participation rate | 97.3% | 57.9%+39.4pp | 69.1%+28.2pp | 68.1%+29.2pp |
| Annual return | 15.27% | 22.76%-7.5pp | 64.97%-49.7pp | 53.51%-38.2pp |
| Employer contribution / active EE | $2,500 | $1,678+48.9% | $2,549-1.9% | $2,552-2.1% |
| Participant deferral / active EE | $5,871 | $3,124+87.9% | $4,614+27.2% | $4,126+42.3% |
| Admin fee / account holder | $5,909 | $4,795+23.2% | $7,673-23.0% | $7,339-19.5% |