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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 | $124,399 | $77,908+59.7% | $149,696-16.9% | $75,173+65.5% |
| Participation rate | 87.5% | 65.6%+21.9pp | 78.8%+8.7pp | 67.2%+20.3pp |
| Annual return | 18.26% | 31.73%-13.5pp | 134.46%-116.2pp | 160.72%-142.5pp |
| Employer contribution / active EE | $4,837 | $3,138+54.2% | $4,821+0.3% | $2,671+81.1% |
| Participant deferral / active EE | $6,448 | $3,411+89.0% | $5,682+13.5% | $4,126+56.3% |
| Admin fee / account holder | $2,073 | $5,950-65.2% | $13,212-84.3% | $5,651-63.3% |