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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 | $139,345 | $85,766+62.5% | $136,298+2.2% | $70,126+98.7% |
| Participation rate | 84.0% | 74.2%+9.8pp | 81.9%+2.1pp | 69.5%+14.5pp |
| Annual return | 15.73% | 31.46%-15.7pp | 5156.27%-5140.5pp | 73.15%-57.4pp |
| Employer contribution / active EE | $2,066 | $2,966-30.4% | $4,696-56.0% | $2,343-11.8% |
| Participant deferral / active EE | $5,555 | $5,051+10.0% | $6,247-11.1% | $3,332+66.7% |
| Admin fee / account holder | $547 | $5,421-89.9% | $9,244-94.1% | $4,645-88.2% |