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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 | $149,436 | $98,766+51.3% | $149,730-0.2% | $79,852+87.1% |
| Participation rate | 87.5% | 75.8%+11.7pp | 82.5%+5.0pp | 69.6%+17.9pp |
| Annual return | 14.79% | 27.43%-12.6pp | 276.70%-261.9pp | 31.72%-16.9pp |
| Employer contribution / active EE | $1,189 | $3,217-63.0% | $4,645-74.4% | $2,471-51.9% |
| Participant deferral / active EE | $3,847 | $5,681-32.3% | $6,843-43.8% | $3,740+2.9% |
| Admin fee / account holder | $3,272 | $6,052-45.9% | $9,310-64.9% | $5,306-38.3% |