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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 | $139,406 | $90,486+54.1% | $78,676+77.2% | $273,972-49.1% |
| Participation rate | 81.8% | 76.5%+5.3pp | 73.6%+8.3pp | 83.0%-1.2pp |
| Annual return | 4.48% | 75.62%-71.1pp | 62.19%-57.7pp | 41.46%-37.0pp |
| Employer contribution / active EE | $2,371 | $3,175-25.3% | $2,850-16.8% | $4,869-51.3% |
| Participant deferral / active EE | $4,688 | $3,901+20.2% | $3,517+33.3% | $5,287-11.3% |
| Admin fee / account holder | $26,137 | $5,263+396.6% | $4,510+479.5% | $10,133+158.0% |