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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 | $110,226 | $51,638+113.5% | $68,368+61.2% | $82,448+33.7% |
| Participation rate | 73.2% | 63.6%+9.6pp | 73.8%-0.6pp | 68.1%+5.1pp |
| Annual return | 20.22% | 37.53%-17.3pp | 292.57%-272.4pp | 41.64%-21.4pp |
| Employer contribution / active EE | $4,047 | $2,047+97.8% | $2,649+52.8% | $2,551+58.7% |
| Participant deferral / active EE | $8,638 | $2,914+196.5% | $4,123+109.5% | $4,139+108.7% |
| Admin fee / account holder | $1,494 | $4,643-67.8% | $5,150-71.0% | $7,234-79.3% |