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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 | $130,852 | $69,477+88.3% | $94,679+38.2% | $71,495+83.0% |
| Participation rate | 80.0% | 78.4%+1.6pp | 80.8%-0.8pp | 67.9%+12.1pp |
| Annual return | 21.90% | 29.66%-7.8pp | 156.75%-134.9pp | 28.85%-7.0pp |
| Employer contribution / active EE | $3,321 | $2,853+16.4% | $3,673-9.6% | $2,589+28.2% |
| Participant deferral / active EE | $9,095 | $7,345+23.8% | $7,417+22.6% | $4,291+112.0% |
| Admin fee / account holder | $27,880 | $1,210+2204.8% | $7,233+285.5% | $1,588+1655.9% |