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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 | $130,787 | $84,236+55.3% | $170,439-23.3% | $70,124+86.5% |
| Participation rate | 85.2% | 70.8%+14.4pp | 83.6%+1.6pp | 69.5%+15.6pp |
| Annual return | 19.93% | 23.06%-3.1pp | 205.94%-186.0pp | 73.14%-53.2pp |
| Employer contribution / active EE | $2,763 | $3,387-18.4% | $5,433-49.1% | $2,342+18.0% |
| Participant deferral / active EE | $4,279 | $3,086+38.7% | $4,939-13.4% | $3,332+28.4% |
| Admin fee / account holder | $3,799 | $5,698-33.3% | $13,881-72.6% | $4,645-18.2% |