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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 | $117,987 | $70,418+67.6% | $96,570+22.2% | $85,847+37.4% |
| Participation rate | 84.6% | 61.8%+22.8pp | 69.8%+14.8pp | 69.3%+15.3pp |
| Annual return | 12.18% | 18.59%-6.4pp | 37.79%-25.6pp | 318.61%-306.4pp |
| Employer contribution / active EE | $1,800 | $1,413+27.4% | $2,357-23.6% | $2,565-29.8% |
| Participant deferral / active EE | $4,392 | $2,894+51.8% | $3,849+14.1% | $3,952+11.1% |
| Admin fee / account holder | $13,838 | $4,995+177.0% | $6,182+123.8% | $6,261+121.0% |