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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 | $123,704 | $77,901+58.8% | $149,717-17.4% | $75,181+64.5% |
| Participation rate | 81.4% | 65.6%+15.8pp | 78.8%+2.6pp | 67.2%+14.2pp |
| Annual return | 18.42% | 31.73%-13.3pp | 134.41%-116.0pp | 160.69%-142.3pp |
| Employer contribution / active EE | $2,089 | $3,137-33.4% | $4,820-56.7% | $2,671-21.8% |
| Participant deferral / active EE | $4,450 | $3,411+30.5% | $5,682-21.7% | $4,126+7.9% |
| Admin fee / account holder | $7,332 | $5,949+23.3% | $13,213-44.5% | $5,650+29.8% |